Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Diamond Hill Large Cap Fund Mutual funds in their Schedule of Assets, totaling $3.5M 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 | PREMIER HEALTH PARTNERS EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS | DAYTON OH | 13,042 | $570.8M | $3.2M |
| 2 | THE WINTER CONSTRUCTION THE WINTER CONSTRUCTION COMPANY 401(K) RETIREMENT SAVINGS | ATLANTA GA | 216 | $28.9M | $130K |
| 3 | THE WINTER GROUP OF COMPANIES |
ATLANTA GA |
| 187 |
| $21.8M |
| $93K |
| 4 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 147 | $47.9M | $77K |
| 5 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 323 | $50.4M | $71K |
