Planview Parent Inc Planview Parent Inc 2024 1st Lien Term Loan is a security (CUSIP 72751PAJ3) tracked across SEC portfolio filings. 9 registered fund positions totaling $33.5M via N-PORT as of 2026-05-29.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Carlyle Tactical Private Credit Fund | Carlyle Tactical Private Credit Fund | $26.1M | 56.68% |
| Western Asset Diversified Income Fund | Western Asset Diversified Income Fund | $3.1M | 41.89% |
| Guggenheim Strategic Opportunities Fund | Guggenheim Strategic Opportunities Fund | $2.2M | 9.08% |
| XAI Octagon Floating Rate & Alternative Income Trust | XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST | $935K | 27.53% |
| Guggenheim Active Allocation Fund | Guggenheim Active Allocation Fund | $521K | 9.48% |
| Blackstone Senior Floating Rate 2027 Term Fund | Blackstone Senior Floating Rate 2027 Term Fund | $297K | 17.00% |
| TCW METWEST LOW DURATION BOND FUND | TCW Metropolitan West Funds | $203K | 2.27% |
| SFT Core Bond Fund | Securian Funds Trust | $94K | 2.25% |
| Series P (High Yield Series) | Guggenheim Variable Funds Trust | $80K | 30.21% |