Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Third Avenue Value Institutional Fund in their Schedule of Assets, totaling $860K 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 | PALOMA PARTNERS MANAGEMENT COMPANY PALOMA PARTNERS RETIREMENT PLAN | GREENWICH CT | 72 | $80.8M | $860K |
