Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Davis Financial Fund Class A Mutual Fund 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.
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 | SEAVIEW ORTHOPAEDICS & MEDICAL ASSOCIATES SEAVIEW ORTHOPAEDICS 401(K) PLAN | OCEAN TOWNSHIP NJ | 387 | $54.6M | $922K |
| 2 | CCA CONSTRUCTION, INC. CCA CONSTRUCTION, INC. 401 (K) SAVINGS PLAN | MORRISTOWN NJ | 67 | $17.7M | $195K |
