Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Advisor Trust Inc. Palm Valley Capital Fund Investor Class in their Schedule of Assets, totaling $68K 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 | REP PERIMETER HOLDINGS, LLC D/B/A PERIMETER HEALTHCARE PERIMETER HEALTHCARE 401(K) PLAN | ALPHARETTA GA | 1,126 | $5.9M | $68K |
