Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fuller & Thaler Behavioral Small-Cap Equity Fund R6 in their Schedule of Assets, totaling $7.1M 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 | NEW YORK COMMUNITY BANCORP, INC. THE RETIREMENT PLAN OF NEW YORK COMMUNITY BANCORP, INC. | HICKSVILLE NY | 234 | $254.6M | $7.0M |
| 2 | HAMPTON GOLF INC HAMPTON GOLF INC 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE FL | 1,843 | $12.6M | $21K |
