Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Diamond Hill Small-Mid Cap Fund " in their Schedule of Assets, totaling $5.2M 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 | LFB USA, INC. LFB USA, INC. 401(K) PLAN | FRAMINGHAM MA | 291 | $42.3M | $2.1M |
| 2 | OLDCASTLE BUILDING ENVELOPE, INC. OLDCASTLE BUILDING ENVELOPE 401(K) PLAN | DALLAS TX | 5,833 | $332.5M | $1.7M |
| 3 | GROTON SCHOOL GROTON SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN |
GROTON MA |
| 240 |
| $87.1M |
| $1.4M |
