Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fuller & Thaler Behavioral Small-Cap Equity Fund R6 Mutual Fund in their Schedule of Assets, totaling $67.7M 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 | SS&C TECHNOLOGIES, INC SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | WINDSOR CT | 11,166 | $1.8B | $40.0M |
| 2 | SS&C GIDS, INC. DST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 2,581 | $1.1B | $25.4M |
| 3 | NAVY MUTUAL AID ASSOCIATION NAVY MUTUAL AID ASSOCIATION EMPLOYEES' RETIREMENT PLAN |
ARLINGTON VA |
| 37 |
| $30.1M |
| $2.4M |
