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 " in their Schedule of Assets, totaling $32.8M 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 | GREATER BALTIMORE MEDICAL CENTER, INC. GBMC, INC. VOLUNTARY 403(B) PLAN | BALTIMORE MD | 4,340 | $292.3M | $13.6M |
| 2 | CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK 401(K) SAVINGS PLAN | NEW YORK NY | 857 | $483.8M | $10.7M |
| 3 | GREATER BALTIMORE MEDICAL CENTER, INC. |
BALTIMORE MD |
| 4,214 |
| $131.9M |
| $3.6M |
| 4 | ARMSTRONG INTERNATIONAL, INC. ARMSTRONG INTERNATIONAL, INC. EMPLOYEES' 401K PLAN | THREE RIVERS MI | 459 | $69.0M | $2.8M |
| 5 | THE BOARD OF DIRECTORS OF THE ROUSE ESTATE ROUSE ESTATE 403(B) RETIREMENT PLAN | YOUNGSVILLE PA | 348 | $6.6M | $785K |
| 6 | PERSEUS HOUSE, INC. PERSEUS HOUSE INC RETIREMENT PLAN | ERIE PA | 119 | $7.7M | $722K |
| 7 | METCUT RESEARCH ASSOCIATES INC. METCUT RESEARCH ASSOCIATES INC. INCENTIVE SAVINGS PLAN | CINCINNATI OH | 160 | $18.4M | $307K |
| 8 | MERSANA THERAPEUTICS, INC. MERSANA THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN TRUST | CAMBRIDGE MA | 104 | $31.5M | $130K |
| 9 | MINDBANK CONSULTING GROUP, L.L.C. MINDBANK CONSULTING GROUP, L.L.C. 401(K) PROFIT SHARING PLAN | VIENNA VA | 48 | $7.5M | $105K |
| 10 | BUILDING AUTOMATION PRODUCTS, INC. BUILDING AUTOMATION PRODUCTS, INC. 401(K) PLAN | GAYS MILLS WI | 131 | $6.7M | $27K |
