Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Diamond Hill Large Cap Y Fund " in their Schedule of Assets, totaling $12.5M 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 | STRUCTURAL GROUP INC. STRUCTURAL GROUP, INC. 401(K) SAVINGS PLAN AND TRUST | COLUMBIA MD | 2,404 | $187.7M | $8.4M |
| 2 | DENTONS COHEN & GRIGSBY, P.C. DENTONS COHEN & GRIGSBY P.C. PENSION PLAN | PITTSBURGH PA | 138 | $150.7M | $3.2M |
| 3 | SUNSET HOME SUNSET HOME 403(B) RETIREMENT SAVINGS PLAN |
QUINCY IL |
| 147 |
| $3.9M |
| $391K |
| 4 | FLYING FOOD FARE, INC. FLYING FOOD FARE, INC. 401(K) PLAN | CHICAGO IL | 4,463 | $87.6M | $182K |
| 5 | THE SIMON KONOVER COMPANY THE SIMON KONOVER COMPANY 401K SAVINGS PLAN | WEST HARTFORD CT | 221 | $16.7M | $148K |
| 6 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $80K |
| 7 | BANKER LOPEZ GASSLER P.A. BANKER LOPEZ GASSLER P.A. 401(K) PLAN | TAMPA FL | 350 | $83.7M | $52K |
| 8 | MONROE MEDICAL FOUNDATION INC DBA MONROE COUNTY MEDICAL CENTER MONROE COUNTY MEDICAL CENTER RETIREMENT PLAN | TOMPKINSVILLE KY | 240 | $11.7M | $11K |
| 9 | SUCCESS MORTGAGE PARTNERS, INC. SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN | PLYMOUTH MI | 411 | $9.1M | $9K |
| 10 | A123 SYSTEMS LLC A123 SYSTEMS LLC 401(K) PLAN | NOVI MI | 105 | $25.3M | $3K |
