Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Diamond Hill Large Cap Fund Class Y Mutual Fund in their Schedule of Assets, totaling $35.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ADVANCE STORES COMPANY, INC. ADVANCE AUTO PARTS, INC. 401(K) PLAN | ROANOKE VA | 65,131 | $1.1B | $32.2M |
| 2 | HAMILTON, BROOK, SMITH & REYNOLDS, P.C. HAMILTON, BROOK, SMITH & REYNOLDS, P.C. 401(K) PROFIT SHARING PLAN | LINCOLN MA | 70 | $60.3M | $3.4M |
| 3 | WESTERN AUTO OF PUERTO RICO, INC. C/O ADVANCE STOR |
ROANOKE VA |
| 918 |
| $10.1M |
| $43K |
