Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fuller Thaler Behavioral Small Cap Equity fund in their Schedule of Assets, totaling $5.0M 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 | PENSKE CORPORATION DEFERRED SAVINGS PLAN OF THE PENSKE CORPORATION | BLOOMFIELD HILLS MI | 91 | $90.9M | $2.0M |
| 2 | CNB BANK SHARES, INC. CNB BANK SHARES, INC. 401(K) | CARLINVILLE IL | 388 | $40.0M | $1.4M |
| 3 | BANYAN STREET ADVISORS LLC BANYAN STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST |
MIAMI FL |
| 112 |
| $10.5M |
| $493K |
| 4 | HARMONIA HOLDINGS GROUP, LLC HARMONIA HOLDINGS GROUP, LLC 401(K) PLAN | MCLEAN VA | 395 | $37.1M | $429K |
| 5 | CARLTON GROUP, INC. CARLTON GROUP, INC. 401(K) SAVINGS PLAN | GREENSBORO NC | 115 | $8.9M | $353K |
| 6 | BH MANAGEMENT SERVICES, LLC BH MANAGEMENT 401(K) PLAN | DES MOINES IA | 2,635 | $58.7M | $292K |
| 7 | TECHNICAL AND PROJECT ENGINEERING, LLC TAPE 401(K) PLAN | ALEXANDRIA VA | 75 | $10.6M | $7K |
