Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fuller & Thaler in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLEGACY FEDERAL CREDIT UNION ALLEGACY RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 400 | $51.6M | $1.4M |
| 2 | ATARAXIS, INC. ATARAXIS, INC. RETIREMENT SAVINGS PLAN | BOISE ID | 1,671 | $34.3M | $424K |
| 3 | AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
CALIFORNIA MD |
| 364 |
| $46.5M |
| $249K |
| 4 | TARRIER FOODS CORPORATION TARRIER FOODS CORPORATION PROFIT SHARING PLAN | COLUMBUS OH | 86 | $8.2M | $46K |
| 5 | JOSIAH VENTURE, NFP JOSIAH VENTURE 401(K) PLAN | WHEATON IL | 97 | $4.5M | $1K |
