Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Davis Financial Fund Class Y " in their Schedule of Assets, totaling $652K 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 | BANDWIDTH INC. BANDWIDTH INC. 401(K) PROFIT SHARING AND TRUST | RALEIGH NC | 871 | $107.9M | $556K |
| 2 | TREACE MEDICAL CONCEPTS INC TREACE MEDICAL CONCEPTS 401(K) RETIREMENT SAVINGS PLAN | PONTE VEDRA FL | 479 | $25.1M | $76K |
| 3 | NAYLOR, L.L.C. NAYLOR, LLC RETIREMENT SAVINGS PLAN |
GAINESVILLE FL |
| 232 |
| $21.8M |
| $20K |
