Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Diamond Hill Funds Diamond Hill Large Cap Fund Class Y in their Schedule of Assets, totaling $8.4M 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 | SENTARA HOLDINGS, INC. SENTARA 401(K) SAVINGS PLAN | VIRGINIA BEACH VA | 3,952 | $435.4M | $7.1M |
| 2 | PARK LAWN MEMORIAL GROUP, LLC PARK LAWN 401(K) PLAN | HOUSTON TX | 1,630 | $49.1M | $698K |
| 3 | WESBURY UNITED METHODIST COMMUNITY WESBURY UNITED METHODIST COMMUNITY RETIREMENT SAVINGS PLAN |
MEADVILLE PA |
| 337 |
| $11.5M |
| $600K |
