Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Davis Financial Davis Financial Fund Class A in their Schedule of Assets, totaling $309K 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 | CEXEC, INC. CEXEC, INC. 401(K) PROFIT SHARING PLAN & TRUST | RESTON VA | 92 | $26.3M | $256K |
| 2 | UNIVERSITY NEUROSURGICAL ASSOCIATES P.C. UNIVERSITY NEUROSURGICAL ASSOCIATES, P. C. 401(K) PLAN | SOUTHFIELD MI | 124 | $28.0M | $53K |
