Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fullerthaler Behavioral Small Cap EQ R6 in their Schedule of Assets, totaling $494K 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 | SNOWDEN CAPITAL ADVISORS LLC SNOWDEN CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 146 | $21.2M | $369K |
| 2 | BARINGA PARTNERS, LP BARINGA PARTNERS 401(K) PLAN | NEW YORK NY | 120 | $5.7M | $69K |
| 3 | AREA AGENCY ON AGING, PSA2 AREA AGENCY ON AGING, PSA2 403(B) PLAN |
DAYTON OH |
| 152 |
| $16.0M |
| $38K |
| 4 | OM GROUP, INC. OM GROUP 401(K) PLAN | PISCATAWAY NJ | 56 | $4.7M | $18K |
