Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FullerThaler Behavioral Sm-Cp Eq R6 " in their Schedule of Assets, totaling $3.7M 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 | SAJAHTERA, INC. DBA THE BEVERLY HILLS HOTEL DORCHESTER COLLECTION 401(K) PLAN | BEVERLY HILLS CA | 817 | $80.6M | $2.8M |
| 2 | PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. EMPLOYEE SAVINGS PLAN | MELVILLE NY | 1,231 | $64.2M | $880K |
