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 Growth Fund Mutual fund in their Schedule of Assets, totaling $8.1M 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 | KEYES MOTORS, INC. KEYES MOTORS, INC. PROFIT SHARING PLAN | WOODLAND HILLS CA | 441 | $84.0M | $3.1M |
| 2 | MANNKIND CORPORATION MANNKIND CORPORATION 401(K) PLAN | WEST VILLAGE CA | 504 | $73.3M | $2.2M |
| 3 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN |
BIRMINGHAM AL |
| 7,323 |
| $208.6M |
| $2.2M |
| 4 | TREASURE BAY LLC TREASURE BAY LLC 401(K) PLAN | BILOXI MS | 897 | $13.9M | $606K |