Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Davis Funds Davis Financial Y in their Schedule of Assets, totaling $64K 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 | URBANE CAFE OPERATIONS, LLC URBANE CAFE OPERATIONS, LLC 401(K) PLAN | VENTURA CA | 451 | $3.3M | $49K |
| 2 | GREAT HEALTHWORKS, INC. GREAT HEALTHWORKS, INC. 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 241 | $15.6M | $8K |
| 3 | KELLEY KRONENBERG, P.A. KELLEY KRONENBERG 401(K) PROFIT SHARING PLAN |
FORT LAUDERDALE FL |
| 413 |
| $20.1M |
| $7K |
