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 Mutual Fund n/a in their Schedule of Assets, totaling $366K 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 | RL HUDSON & COMPANY RL HUDSON 401(K) & PS PLAN | BROKEN ARROW OK | 161 | $10.6M | $352K |
| 2 | APPLIED MEDICAL TECHNOLOGIES, INC. AIRCLEAN SYSTEMS 401K PLAN | CREEDMOOR NC | 124 | $8.3M | $13K |
