Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fuller & Thaler Fuller & Thaler Behav Small Cap Institutional in their Schedule of Assets, totaling $6.2M 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 | HOFFMAN & HOFFMAN, INC. HOFFMAN HOFFMAN INC EMPLOYEE STOCK OWNERSHIP PLAN | GREENSBORO NC | 969 | $406.2M | $6.2M |
