Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Diamond Hill Large Cap Fund " in their Schedule of Assets, totaling $63.1M 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 | HOUGHTON MIFFLIN HARCOURT PUBLISHING COMPANY HOUGHTON MIFFLIN 401(K) SAVINGS PLAN | BOSTON MA | 2,768 | $644.2M | $16.3M |
| 2 | BROOKDALE SENIOR LIVING INC. BROOKDALE SENIOR LIVING INC. 401(K) RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 34,384 | $466.1M | $15.3M |
| 3 | TETRA PAK, INC. |
DENTON TX |
| 1,665 |
| $500.2M |
| $14.4M |
| 4 | BROADCAST MUSIC, INC. PENSION PLAN FOR EMPLOYEES OF BROADCAST MUSIC INC | NASHVILLE TN | 194 | $202.6M | $6.8M |
| 5 | KELLY, SCOTT AND MADISON, INC. KELLY, SCOTT AND MADISON, INC. PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 87 | $22.9M | $2.5M |
| 6 | ILLINOIS FEDERATION OF TEACHERS IL FEDERATION OF TEACHERS PENSION PLAN | WESTMONT IL | 89 | $40.6M | $1.7M |
| 7 | DENTONS COHEN & GRIGSBY P.C. DENTONS COHEN & GRIGSBY P.C. 401(K) PLAN | PITTSBURGH PA | 194 | $39.9M | $1.6M |
| 8 | SAN MANUEL BAND OF MISSION INDIANS SAN MANUEL BAND OF MISSION INDIANS 401(K) | SAN BERNARDINO CA | 7,368 | $404.1M | $1.1M |
| 9 | REID PETROLEUM CORPORATION REID 401(K) PROFIT SHARING & RETIREMENT PLAN | LOCKPORT NY | 581 | $18.7M | $971K |
| 10 | MAYNARD NEXSEN PC MAYNARD NEXSEN, PC PENSION PLAN | BIRMINGHAM AL | 128 | $57.0M | $782K |
