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 Small-Mid Cap Y in their Schedule of Assets, totaling $20.6M 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 | SHRINERS HOSPITALS FOR CHILDREN SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN | TAMPA FL | 4,831 | $762.1M | $17.3M |
| 2 | UNION SAVINGS BANK UNION SAVINGS BANK RETIREMENT PLAN | DANBURY CT | 318 | $114.6M | $3.3M |
