Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Diamond Hill Small-Mid Cap Y in their Schedule of Assets, totaling $34.0M 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 | TRIHEALTH, INC. TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 12,897 | $1.4B | $23.2M |
| 2 | MARINHEALTH MEDICAL CENTER MARIN GENERAL HOSPITAL RETIREMENT PLAN | SAN RAFAEL CA | 1,946 | $163.7M | $4.7M |
| 3 | SOUTH COUNTY HOSPITAL THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN |
WAKEFIELD RI |
| 1,406 |
| $101.6M |
| $3.5M |
| 4 | RIDER UNIVERSITY RIDER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LAWRENCEVILLE NJ | 935 | $314.5M | $2.6M |
