Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fuller Thaler Behavioral Sm-Cp Gr R6 in their Schedule of Assets, totaling $542K 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 | ROANOKE- CHOWAN COMMUNITY HEALTH CENTER RCCHC 401(K) RETIREMENT PLAN | AHOSKIE NC | 251 | $12.8M | $522K |
| 2 | STAUNTON CAPITAL, INC. EMPLOYEES RETIREMENT SAVINGS PLAN | HIGH POINT NC | 287 | $6.2M | $20K |