Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Davis Financial A Mutual fund in their Schedule of Assets, totaling $530K 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 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $261K |
| 2 | NORTHWEST ONCOLOGY & HEMATOLOGY,S.C NORTHWEST ONCOLOGY & HEMATOLOGY, S.C. PROFIT SHARING 401(K) PLAN | ROLLING MEADOWS IL | 165 | $30.2M | $144K |
| 3 | CREATIVE ASSET MANAGEMENT, INC. CREATIVE ASSET MANAGEMENT, INC. RETIREMENT PLAN |
JONESBORO GA |
| 486 |
| $9.0M |
| $99K |
| 4 | INDIANA TOOL & MANUFACTURING CO., INC. INDIANA TOOL & MANUFACTURING CO., INC. 401(K) PROFIT SHARING PLAN | PLYMOUTH IN | 129 | $13.1M | $25K |
