Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Diamond Hill Small-Mid Cap Y in their Schedule of Assets, totaling $47.0M 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 | JONES DAY JONES DAY RETIREMENT PLAN | CLEVELAND OH | 916 | $1.6B | $27.6M |
| 2 | JONES DAY JONES DAY SUPPLEMENTAL SAVINGS PLAN | CLEVELAND OH | 2,227 | $506.6M | $8.7M |
| 3 | MARINHEALTH MEDICAL CENTER MARIN GENERAL HOSPITAL RETIREMENT PLAN |
| 1,946 |
| $163.7M |
| $4.7M |
| 4 | SOUTH COUNTY HOSPITAL THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN | WAKEFIELD RI | 1,406 | $101.6M | $3.5M |
| 5 | RIDER UNIVERSITY RIDER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LAWRENCEVILLE NJ | 935 | $314.5M | $2.6M |
