Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Diamond Hill Core Bond Y in their Schedule of Assets, totaling $3.3M 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 | KELLY BOX AND PACKAGING CORP. KELLY BOX AND PACKAGING CORP. 401(K) SAVINGS PLAN | FORT WAYNE IN | 133 | $8.4M | $1.1M |
| 2 | BRAUN INDUSTRIES, INC. BRAUN INDUSTRIES, INC. 401(K) PLAN | VAN WERT OH | 627 | $16.9M | $1.0M |
| 3 | FORT WAYNE WIRE DIE, INC. FORT WAYNE WIRE DIE CORPORATE 401(K) PLAN |
FORT WAYNE IN |
| 86 |
| $21.5M |
| $738K |
| 4 | UCKELE HEALTH & NUTRITION, INC. UCKELE HEALTH & NUTRITION 401(K) PLAN | BLISSFIELD MI | 255 | $5.6M | $162K |
| 5 | GOODWILL INDUSTRIES OF NORTHEAST INDIANA, INC. GOODWILL INDUSTRIES OF NORTHEAST INDIANA, INC. 401(K) PLAN | FORT WAYNE IN | 151 | $3.6M | $128K |
| 6 | SEYMOUR MIDWEST LLC SEYMOUR-MIDWEST RETIREMENT PLAN | WARSAW IN | 105 | $4.0M | $124K |