Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Davis NY Venture A Mutual fund in their Schedule of Assets, totaling $2.3M 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 | NOVA VENTURES GROUP CORP. NOVA 401(K) PLAN | WAKEFIELD MA | 131 | $21.2M | $1.5M |
| 2 | WINSTON RESOURCES, LLC WINSTON RESOURCES, LLC PROFIT SHARING AND 401(K) PLAN | NEW YORK NY | 2,938 | $7.7M | $748K |
| 3 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN |
ROCKLAND MA |
| 190 |
| $73.9M |
| $103K |
| 4 | SENIOR SERVICES OF AMERICA, LLC SENIOR SERVICES OF AMERICA, LLC 401(K) PLAN | GIG HARBOR WA | 560 | $2.0M | $16K |
