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 $84K 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 | IMPLY DATA, INC. IMPLY DATA, INC. 401(K) PLAN | SAN FRANCISCO CA | 110 | $12.1M | $64K |
| 2 | HAMPTON GOLF INC HAMPTON GOLF INC 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE FL | 1,843 | $12.6M | $21K |
