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 Shares Mutual fund in their Schedule of Assets, totaling $670K 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 | CIMARRON LUMBER AND SUPPLY COMPANY SUTHERLAND LUMBER COMPANY EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 1,620 | $81.8M | $659K |
| 2 | LANDPRO EQUIPMENT, LLC LANDPRO EQUIPMENT, LLC 401(K) PLAN | FALCONER NY | 429 | $24.2M | $9K |
| 3 | CONTINUUM OF CARE INC CONTINUUM OF CARE INC 401(K) PROFIT SHARING PLAN & TRUST |
NEW HAVEN CT |
| 848 |
| $18.0M |
| $3K |
