Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Diamond Hill Large Cap Y Mutual fund in their Schedule of Assets, totaling $55.6M 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 | GOODWIN PROCTER LLP GOODWIN PROCTER LLP PARTNERSHIP PROFIT SHARING SAVINGS PLAN | BOSTON MA | 1,958 | $985.5M | $21.0M |
| 2 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $10.6M |
| 3 | GOODWIN PROCTER LLP |
BOSTON MA |
| 1,066 |
| $294.6M |
| $7.3M |
| 4 | MILES & STOCKBRIDGE P.C. MILES & STOCKBRIDGE RETIREMENT PLAN | BALTIMORE MD | 385 | $195.4M | $6.0M |
| 5 | CORNA KOKOSING CONSTRUCTION COMPANY CORNA KOKOSING 401(K) PROFIT SHARING PLAN | WESTERVILLE OH | 366 | $40.3M | $2.6M |
| 6 | BASIL MANAGEMENT GROUP LLC BASIL FAMILY DEALERSHIPS 401K PLAN | ORCHARD PARK NY | 532 | $51.3M | $1.4M |
| 7 | DEUTZ CORPORATION DEUTZ CORPORATION EMPLOYEES SALARY DEDUCTION PLAN | NORCROSS GA | 449 | $34.0M | $976K |
| 8 | CLSA AMERICAS, LLC CLSA AMERICAS, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 54 | $31.8M | $947K |
| 9 | KOKOSING CONSTRUCTION COMPANY, INC. KOKOSING CONSTRUCTION COMPANY, INC. UNION 401 (K) PLAN | FREDERICKTOWN OH | 1,746 | $18.3M | $850K |
| 10 | JOE BASIL CHEVROLET JOE BASIL CHEVROLET INC. 401(K) PLAN | DEPEW NY | 143 | $16.9M | $738K |
