Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Diamond Hill Mid Cap Fund Class I " in their Schedule of Assets, totaling $521K 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 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $239K |
| 2 | DOWDING INDUSTRIES, INC. DOWDING INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN | EATON RAPIDS MI | 198 | $8.4M | $160K |
| 3 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST |
SOUTH BURLINGTON VT |
| 73 |
| $20.8M |
| $81K |
| 4 | ECONOMIC OPPORTUNITY AGENCY OF WASHINGTON COUNTY, INC. EOA OF WASHINGTON COUNTY 401(K) RETIREMENT PLAN | SPRINGDALE AR | 73 | $2.5M | $30K |
| 5 | ALLEGANY REHABILITATION ASSOCIATES, INC. ALLEGANY REHABILITATION ASSOCIATES, INC. 401(K) RETIREMENT PLAN | WELLSVILLE NY | 73 | $3.8M | $12K |
