Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DAVIS NY VENTURE FUND - R in their Schedule of Assets, totaling $983K 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 | MERCHSOURCE MERCHSOURCE 401(K) PLAN | IRVINE CA | 169 | $19.5M | $814K |
| 2 | ARANDA TOOLING, INC. ARANDA TOOLING, INC. EMPLOYEES' 401(K) PLAN | CHINO CA | 140 | $5.7M | $122K |
| 3 | NORTHERN DUTCHESS PARAMEDICS INC NORTHERN DUTCHESS PARAMEDICS INC 401(K) PLAN |
RHINEBECK NY |
| 117 |
| $2.8M |
| $26K |
| 4 | METRO FORD, INC. METRO FORD LINCOLN MERCURY 401(K) PLAN | MIAMI FL | 140 | $4.6M | $21K |
