Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Diamond Hill Funds Diamond Hill Large Cap Fund Class I in their Schedule of Assets, totaling $441K 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 | EXCEPTIONAL PARENTS UNLIMITED EXCEPTIONAL PARENTS UNLIMITED PROFIT SHARING PLAN | FRESNO CA | 120 | $4.4M | $313K |
| 2 | WAVEPOINT 3PL, INC. WAVEPOINT 3PL 401(K) PLAN | NORTH EAST PA | 293 | $3.8M | $128K |
