Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Davis Financial Fund Mutual fund in their Schedule of Assets, totaling $740K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | BERRIDGE MANUFACTURING COMPANY BERRIDGE MANUFACTURING 401(K) PLAN |
SAN ANTONIO TX |
| 155 |
| $9.9M |
| $112K |
| 4 | EASTLAND FOOD CORPORATION EASTLAND FOOD CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | JESSUP MD | 208 | $13.7M | $50K |
| 5 | BEHRENS AND ASSOCIATES INC BEHRENS AND ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | EL SEGUNDO CA | 112 | $7.8M | $20K |
