Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Davis Financial Fund Mutual fund in their Schedule of Assets, totaling $628K 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 | MIZUHO ORTHOPEDIC SYSTEMS, INC MIZUHO OSI 401(K) SAVINGS PLAN | UNION CITY CA | 509 | $78.0M | $331K |
| 2 | BOHANNAN-HUSTON, INC. BOHANNAN-HUSTON, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 260 | $56.7M | $227K |
| 3 | EASTLAND FOOD CORPORATION EASTLAND FOOD CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST |
JESSUP MD |
| 208 |
| $13.7M |
| $50K |
| 4 | BEHRENS AND ASSOCIATES INC BEHRENS AND ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | EL SEGUNDO CA | 112 | $7.8M | $20K |
