Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Davis New York Venture Fund Mutual Fund in their Schedule of Assets, totaling $600K 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 | EIS GROUP INC. EIS GROUP 401(K) PLAN | SAN FRANCISCO CA | 141 | $22.6M | $374K |
| 2 | UTAH DEL INC UTAH DEL INC 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 402 | $2.1M | $154K |
| 3 | U.M. FDSP ASSOCIATES, P.A. U.M. FDSP ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN |
BALTIMORE MD |
| 201 |
| $9.8M |
| $71K |
