Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Diamond Hill Select Y Fund in their Schedule of Assets, totaling $11.3M 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 | APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN | APPLETON WI | 307 | $76.3M | $9.3M |
| 2 | NEKOOSA COATED PRODUCTS, LLC NEKOOSA RETIREMENT SAVINGS PLAN | NEKOOSA WI | 280 | $20.2M | $1.6M |
| 3 | VALENTI TROBEC CHANDLER, INC. VALENTI TROBEC CHANDLER, INC. 401(K) RETIREMENT PLAN |
TROY MI |
| 139 |
| $29.1M |
| $283K |
| 4 | CUTRALE CITRUS JUICES USA, INC CUTRALE USA RETIREMENT SAVINGS PLAN | AUBURNDALE FL | 249 | $19.1M | $138K |
