Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Diamond Hill Long/Short Y in their Schedule of Assets, totaling $5.5M 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 | BOARD OF TRUSTEES MCASF LOCAL 725 DEFINED CONTRIBUTION RETIREMENT PLAN MCASF LOCAL 725 DEFINED CONTRIBUTION RETIREMENT PLAN | PEMBROKE PINES FL | 841 | $71.9M | $4.9M |
| 2 | ORTHOPEDIC ONE, INC. ORTHOPEDIC ONE, INC. 401(K) PLAN | WESTERVILLE OH | 699 | $152.0M | $590K |
