Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Diamond Hill Diamond Hill Mdcap I in their Schedule of Assets, totaling $223K 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 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $127K |
| 2 | DUDLEY DEBOSIER, APLC DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 228 | $17.9M | $72K |
| 3 | PORTACOOL, LLC |
CENTER TX |
| 320 |
| $8.2M |
| $24K |
