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 Growth Fund " in their Schedule of Assets, totaling $937K 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 | ENNOVI INDUSTRIES, INC. ENNOVI INDUSTRIES, INC. 401K PLAN | COLLEGE POINT NY | 650 | $48.3M | $586K |
| 2 | KRINOS FOODS, LLC KRINOS FOODS, LLC AND ATHENS FOODS, INC. 401(K) PLAN | BRONX NY | 234 | $14.1M | $225K |
| 3 | RUHRPUMPEN, INC. RUHRPUMPEN, INC. RETIREMENT SAVINGS PLAN |
TULSA OK |
| 202 |
| $20.0M |
| $126K |