Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Diamond Hill Diamond Hill Large Cap Fund Class Y * in their Schedule of Assets, totaling $23.3M 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 | TERADATA CORPORATION TERADATA SAVINGS PLAN | SAN DIEGO CA | 1,709 | $1.1B | $11.2M |
| 2 | TRANSOCEAN INTERNATIONAL LIMITED TRANSOCEAN U.S. SAVINGS PLAN | — | 2,310 | $838.7M | $10.8M |
| 3 | PREMIER TECH INC. PREMIER TECH 401(K) | WOODS CROSS UT |
| 352 |
| $23.5M |
| $625K |
| 4 | KAST CONSTRUCTION COMPANY, LLC KAST CONSTRUCTION AND GRIT CONSTRUCTION SERVICES 401(K) PLAN | WEST PALM BEACH FL | 233 | $31.2M | $502K |
| 5 | MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN | WILLIAMSVILLE NY | 200 | $29.1M | $107K |
| 6 | OLINK PROTEOMICS INC OLINK PROTEOMICS INC 401(K) PROFIT SHARING PLAN & TRUST | WALTHAM MA | 153 | $10.0M | $101K |
| 7 | INSTRUCTIONAL EMPOWERMENT INC INSTRUCTIONAL EMPOWERMENT INC 401(K) PROFIT SHARING PLAN & TRUST | BLAIRSVILLE PA | 114 | $4.5M | $47K |