Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Diamond Hill Large Cap Fund; Class Y — in their Schedule of Assets, totaling $84.5M 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 | BWXT INVESTMENT COMPANY BWXT THRIFT PLAN | LYNCHBURG VA | 6,437 | $1.5B | $59.2M |
| 2 | JOINT BOARD OF TRUSTEES OF IBEW LOCAL 575 PENSION FUND IBEW LOCAL 575 PENSION FUND | ONA WV | 893 | $112.5M | $12.4M |
| 3 | BLUE CROSS AND BLUE SHIELD OF KANSAS CITY BLUE CROSS AND BLUE SHIELD OF KANSAS CITY 401(K) PLAN |
KANSAS CITY MO |
| 1,327 |
| $282.4M |
| $3.8M |
| 4 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $3.5M |
| 5 | AZELIS AMERICAS, LLC AZELIS AMERICAS, LLC 401(K) RETIREMENT PLAN | STERLING MA | 626 | $92.2M | $3.3M |
| 6 | PEOPLES COMMUNITY HEALTH CLINIC, INC. PEOPLES COMMUNITY HEALTH CLINIC, INC. 401(K) PROFIT SHARING PLAN | WATERLOO IA | 152 | $18.4M | $1.7M |
| 7 | OASIS LEGAL FINANCE OPERATING COMPANY, LLC LIBRA SOLUTIONS 401(K) SAVINGS PLAN | ROSEMONT IL | 614 | $18.4M | $417K |
| 8 | I. RICE & CO., INC. I. RICE & CO., INC. EMPLOYEE PROFIT SHARING PLAN | PHILADELPHIA PA | 99 | $15.0M | $321K |
