Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Davis Funds Davis Financial Fund in their Schedule of Assets, totaling $627K 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 | SPEC SERVICES, INC. SPEC SERVICES, INC. 401(K) PLAN | FOUNTAIN VALLEY CA | 196 | $104.1M | $624K |
| 2 | GOLD COUNTRY CASINO GOLD COUNTRY CASINO 401(K) PLAN | OROVILLE CA | 230 | $4.4M | $4K |
