Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Diamond Hill Mdcap I Pooled Separate Account in their Schedule of Assets, totaling $668K 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 | LANEHART ELECTRICAL CONTRACTORS, LLC LANEHART ELECTRICAL CONTRACTORS, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 507 | $16.7M | $381K |
| 2 | MEDICAL CITY DALLAS MANAGEMENT, LTD. MEDICAL CITY DALLAS MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN | DALLAS TX | 100 | $18.5M | $200K |
| 3 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY |
TOWSON MD |
| 252 |
| $25.4M |
| $67K |
| 4 | SPIRIT BANKCORP, INC. SPIRIT BANKCORP, INC. 401(K) PLAN AND TRUST | TULSA OK | 124 | $13.7M | $10K |
| 5 | SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 217 | $22.7M | $8K |
| 6 | PENN HEALTH PARTNERS, LLC PENN HEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN | CEDARHURST NY | 311 | $598K | $2K |