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 I Mutual Fund in their Schedule of Assets, totaling $4.1M 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 | MOSES/WEITZMAN HEALTH SYSTEM, INC MOSES/WEITZMAN HEALTH SYSTEM, INC. 403B RETIREMENT PLAN | MIDDLETOWN CT | 1,263 | $112.5M | $3.6M |
| 2 | LAW SCHOOL ADMISSION COUNCIL LAW SCHOOL ADMISSION COUNCIL DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN PA | 440 | $155.6M | $529K |