Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fuller & Thaler Behavioral Small-Cap Equity Fund Mutual Fund in their Schedule of Assets, totaling $4.2M 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 | RINNAI AMERICA CORPORATION RINNAI AMERICA CORPORATION 401(K) PLAN | PEACHTREE CITY GA | 519 | $36.4M | $1.5M |
| 2 | KANSAS UNIVERSITY ENDOWMENT ASSOCIATION RETIREMENT PLAN FOR EMPLOYEES OF THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | LAWRENCE KS | 157 | $55.2M | $1.2M |
| 3 | INTERCOMMUNITY HEALTH ASSOCIATES, INC. |
WHITTIER CA |
| 328 |
| $121.7M |
| $1.1M |
| 4 | THE NORWICH FREE ACADEMY RET PLAN OF THE NORWICH FREE ACADEMY STAFF IN PENTEGRA RET TRUST | NORWICH CT | 80 | $11.0M | $327K |
| 5 | ABL SPACE SYSTEMS COMPANY ABL SPACE SYSTEMS COMPANY 401(K) PLAN | EL SEGUNDO CA | 139 | $17.1M | $55K |
