Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Diamond Hill Select Y in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KNOWLEDGE SYSTEMS & RESEARCH, IN KNOWLEDGE SYSTEMS & RESEARCH, INC. 401(K) PROFIT SHARING PLAN | SYRACUSE NY | 92 | $18.0M | $1.3M |
| 2 | BUSCH-TRANSOU, L.C. TRI-EAGLE SALES 401(K) PROFIT SHARING PLAN | OCALA FL | 233 | $9.3M | $315K |
| 3 | ALLIANCE PHARMA, INC. RESOLIAN 401K PLAN |
MALVERN PA |
| 132 |
| $7.1M |
| $182K |
| 4 | LIVINITI INTERMEDIATE II, LLC LIVINITI INTERMEDIATE II, LLC 401(K) PLAN | NATCHITOCHES LA | 375 | $13.4M | $121K |
| 5 | WORKATO INC. WORKATO, INC. 401(K) PLAN | PALO ALTO CA | 368 | $29.3M | $31K |
| 6 | FLINN SCIENTIFIC, INC. FLINN SCIENTIFIC, INC. 401(K) PLAN | BATAVIA IL | 175 | $12.8M | $27K |
| 7 | LIMINEX, INC. LIMINEX, INC.DBA GOGUARDIAN RETIREMENT TRUST | EL SEGUNDO CA | 390 | $28.4M | $18K |
