Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Davis Financial Y in their Schedule of Assets, totaling $2.6M 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 | PREFERRED BANK PREFERRED BANK 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 312 | $58.8M | $1.4M |
| 2 | STREAMLIGHT, INC. STREAMLIGHT, INC. 401(K) RETIREMENT PLAN | EAGLEVILLE PA | 352 | $74.0M | $935K |
| 3 | THREE LOWER COUNTIES COMMUNITY TLC, INC. 401K PLAN |
SALISBURY MD |
| 557 |
| $35.6M |
| $96K |
| 4 | EXTRAHOP NETWORKS, INC. EXTRAHOP NETWORKS, INC. 401(K) PLAN AND TRUST | SEATTLE WA | 554 | $65.7M | $85K |
| 5 | ALL4 LLC ALL4 401(K) AND RETIREMENT PLAN | KIMBERTON PA | 261 | $32.7M | $81K |
| 6 | WORLDWIDE BUYING GROUP WORLDWIDE MEMBERS' MULTIPLE EMPLOYER PLAN | KENT WA | 724 | $27.8M | $14K |
