Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Davis Davis Financial Fund in their Schedule of Assets, totaling $105K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RUNTAL NORTH AMERICA, INC RUNTAL NORTH AMERICA, INC. 401(K) PLAN | WARD HILL MA | 99 | $6.1M | $53K |
| 2 | PARTNERS INFORMATION TECHNOLOGY, INC. CALANCE 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 183 | $38.4M | $52K |
