Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Thornburg Thornburg Strategic Income Fund in their Schedule of Assets, totaling $522K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL CONEY ISLAND, INC. NCI RETIREMENT PLAN | ROSEVILLE MI | 614 | $4.9M | $411K |
| 2 | SUREWERX USA INC. SUREWERX USA 401(K) PLAN | ELGIN IL | 117 | $14.6M | $80K |
| 3 | OGRE HOLDINGS, LLC OGRE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST |
TIPTON IN |
| 148 |
| $10.9M |
| $31K |
