Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Davis Financial Y Mutual Fund - in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION 401(K) PROFIT SHARING PLAN AND TRUST | PENDLETON OR | 2,263 | $150.2M | $786K |
| 2 | PATHWAY CAPITAL MANAGEMENT, LP PATHWAY CAPITAL MANAGEMENT SALARY SAVINGS PLAN | IRVINE CA | 239 | $66.8M | $670K |
| 3 | SHANNON & WILSON, INC. |
SEATTLE WA |
| 373 |
| $129.9M |
| $494K |
| 4 | CATELLI BROTHERS, INC. CATELLI BROTHERS, INC. 401(K) PLAN | COLLINGSWOOD NJ | 238 | $15.5M | $313K |
| 5 | CREATIVE MULTICARE, LLC CREATIVE RETIREMENT PLAN | JONESBORO GA | 750 | $10.9M | $147K |
| 6 | S2 ANALYTICAL SOLUTIONS, LLC S2 ANALYTICAL SOLUTIONS, LLC 401(K) AND PS PLAN | HERNDON VA | 226 | $21.0M | $88K |
| 7 | FOWLER PROPERTY ACQUISITIONS, LLC FOWLER PROPERTY ACQUISITIONS, LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 171 | $22.2M | $16K |
