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 Behavioral Small Cap Equity Fund R6 in their Schedule of Assets, totaling $5.3M 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 | SPACE EXPLORATION TECHNOLOGIES CORP. SPACE EXPLORATION TECHNOLOGIES 401(K) PLAN | HAWTHORNE CA | 16,002 | $571.4M | $5.3M |
