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 in their Schedule of Assets, totaling $538K 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 | EMERGENCY CARE CONSULTANTS, P.A. THE EMERGENCY CARE CONSULTANTS RETIREMENT PLAN AND TRUST | MINNEAPOLIS MN | 301 | $110.3M | $300K |
| 2 | GSI ENVIRONMENTAL, INC. GSI ENVIRONMENTAL, INC. PROFIT SHARING PLAN. | HOUSTON TX | 216 | $56.3M | $238K |
