Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Diamond Hill Diamond Hill Small-Mid Cap Fund Class Y N/R in their Schedule of Assets, totaling $5.4M 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 | WEST PENN ALLEGHENY HEALTH SYSTEM RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM | PITTSBURGH PA | 6,976 | $1.2B | $5.4M |
