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 Y Davis 0 in their Schedule of Assets, totaling $695K 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 | CRESTEK, INC AND SUBSIDIARIES FKA CREST ULTRASONICS CRESTEK DEFERRED SAVINGS PLAN FKA CREST UTHE DEFERRED SAVINGS PLAN | EWING NJ | 122 | $8.1M | $266K |
| 2 | AMERICAN LEARNING SYSTEMS, INC. AMERICAN LEARNING SYSTEMS SAVINGS PLAN | PLANTATION FL | 851 | $42.8M | $218K |
| 3 | LINDBLAD EXPEDITIONS, INC. |
SEATTLE WA |
| 691 |
| $48.7M |
| $211K |