Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FullerThaler Behavioral Small-Cap Equity R6 in their Schedule of Assets, totaling $495K 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 | UE MANAGEMENT LLC UE MANAGEMENT 401(K) PLAN | MAYWOOD NJ | 103 | $32.1M | $319K |
| 2 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $93K |
| 3 | TYBER MEDICAL LLC TYBER MEDICAL 401K PLAN | BETHLEHEM PA |
| 135 |
| $6.3M |
| $84K |