Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DAVIS FINANCIAL FUND - A in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MANASQUAN BANK MANASQUAN BANK 401(K) PLAN | WALL TOWNSHIP NJ | 240 | $38.3M | $329K |
| 2 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $179K |
| 3 | MARKET BASKET THE MARKET BASKET 401(K) RETIREMENT PLAN |
FRANKLIN LAKES NJ |
| 150 |
| $9.1M |
| $169K |
| 4 | MERLIN INDUSTRIES, INC. MERLIN INDUSTRIES, INC. 401(K) PLAN | HAMILTON NJ | 297 | $13.9M | $85K |
| 5 | SUNRISE CREDIT SERVICES, INC. SUNRISE CREDIT SERVICES, INC. 401(K) PLAN | MELVILLE NY | 187 | $14.1M | $84K |
| 6 | EARTH ENGINEERING INCORPORATED EARTH ENGINEERING INCORPORATED 401(K) PLAN | EAST NORRITON PA | 97 | $12.3M | $71K |
| 7 | LX PANTOS USA, INC. LX PANTOS USA, INC. RETIREMENT PLAN AND TRUST | ENGLEWOOD CLIFFS NJ | 685 | $10.5M | $70K |
| 8 | LX PANTOS USA, INC. LX PANTOS USA, INC. RETIREMENT PLAN AND TRUST | ENGLEWOOD CLIFFS NJ | 685 | $10.5M | $70K |
| 9 | JOON, LLC D/B/A/ AJIN USA AJIN USA 401(K) PLAN | CUSSETA AL | 384 | $10.2M | $30K |
| 10 | VANTAGE SYSTEMS INC VANTAGE SYSTEMS INC 401(K) PROFIT SHARING PLAN AND TRUST | LANHAM MD | 118 | $13.0M | $14K |
