Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FullerThaler Behavioral Small-Cap Equity Fund R6 in their Schedule of Assets, totaling $998K 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 | ULLIMAN SCHUTTE CONSTRUCTION, LLC ULLIMAN SCHUTTE CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 265 | $61.9M | $946K |
| 2 | PORTILLO'S HOT DOGS, LLC PORTILLO'S HOT DOGS, LLC 401(K) PLAN | OAK BROOK IL | 9,636 | $27.5M | $52K |