Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Diamond Hill Mdcap I in their Schedule of Assets, totaling $835K 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 | RUBBERLITE, INC. RUBBERLITE, INC. 401(K)PROFIT SHARING RETIREMENT PLAN | HUNTINGTON WV | 152 | $25.3M | $223K |
| 2 | GREAT LAKES FOOT & ANKLE INSTITUTE, PC BEYOND PODIATRY 401(K) PLAN | CHESTERFIELD MI | 252 | $15.1M | $178K |
| 3 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN |
PORTSMOUTH NH |
| 566 |
| $36.2M |
| $136K |
| 4 | THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE FL | 114 | $15.2M | $103K |
| 5 | LUDVIK ELECTRIC CO. LUDVIK ELECTRIC CO. 401(K) PLAN | LAKEWOOD CO | 197 | $22.7M | $69K |
| 6 | MERCED COUNTY COMMUNITY ACTION BOARD M.C.C.A.B. 403(B) PLAN | MERCED CA | 186 | $2.9M | $46K |
| 7 | ST. JOSEPH CENTER ST. JOSEPH CENTER 403(B) PLAN | VENICE CA | 320 | $5.2M | $45K |
| 8 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $23K |
| 9 | RIVER HOLDING COMPANY RIVER HOLDING COMPANY RETIREMENT PLAN | LA CROSSE WI | 109 | $10.2M | $3K |
| 10 | C.A.S.E. CONSTRUCTION, INC. C.A.S.E. CONSTRUCTION, INC. RETIREMENT PLAN | EDINBURGH IN | 101 | $4.3M | $3K |
