Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Davis NY Venture R in their Schedule of Assets, totaling $1.4M 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 | CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY MO | 476 | $21.4M | $1.4M |
| 2 | INTEPROS INCORPORATED INTEPROS CONSULTING 401(K) PLAN | WALTHAM MA | 218 | $9.1M | $49K |
| 3 | HOOVER REHABILITATION SERVICES, INC. |
MECHANICSBURG PA |
| 176 |
| $12.8M |
| $40K |