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 $64.2M 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 | TRIHEALTH, INC. TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 12,897 | $1.4B | $23.2M |
| 3 | JONES DAY JONES DAY SUPPLEMENTAL SAVINGS PLAN | CLEVELAND |
| 2,227 |
| $506.6M |
| $8.7M |
| 4 | MARINHEALTH MEDICAL CENTER MARIN GENERAL HOSPITAL RETIREMENT PLAN | SAN RAFAEL CA | 1,946 | $163.7M | $4.7M |
