Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Davis Financial Davis Financial A in their Schedule of Assets, totaling $49K 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 | LIPPE TAYLOR, LLC LIPPE TAYLOR, LLC 401(K) PLAN | NEW YORK NY | 152 | $15.4M | $49K |
