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 in their Schedule of Assets, totaling $640K 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 | THE MACOMB GROUP, INC. THE MACOMB GROUP, INC. EMPLOYEES' 401(K) PLAN | STERLING HEIGHTS MI | 635 | $52.1M | $468K |
| 2 | QUIDDITY-1, INC. QUIDDITY 401(K) PROFIT SHARING PLAN | BELLAIRE TX | 614 | $89.6M | $172K |
