Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Diamond Hill Small-Mid Cap Fund Class Y " in their Schedule of Assets, totaling $4.7M 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 | BRANDEIS UNIVERSITY BRANDEIS UNIVERSITY DEFINED CONTRIBUTION PLAN FOR FACULTY, PROFESSIONAL, AND ADMINISTRATIVE EMPLOYEES | WALTHAM MA | 1,994 | $855.0M | $4.2M |
| 2 | BRANDEIS UNIVERSITY BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES | WALTHAM MA | 617 | $52.2M | $452K |
