Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fullerthaler Behavioral Smallcap Eq R6 Mutual fund in their Schedule of Assets, totaling $6.7M 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 | LEAR CORPORATION LEAR CORPORATION SALARIED RETIREMENT PROGRAM | SOUTHFIELD MI | 2,813 | $1.2B | $4.3M |
| 2 | NEW MOUNTAIN CAPITAL, LLC NEW MOUNTAIN CAPITAL, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 240 | $72.2M | $1.5M |
| 3 | LEAR CORPORATION LEAR CORPORATION HOURLY RETIREMENT SAVINGS PLAN |
SOUTHFIELD MI |
| 6,562 |
| $179.1M |
| $771K |
| 4 | ROGER CLEVELAND GOLF CO., INC. ROGER CLEVELAND GOLF CO., INC. 401(K) SAVINGS PLAN | HUNTINGTON BEACH CA | 589 | $53.8M | $81K |
| 5 | THE WHITESTONE GROUP, INC. WHITESTONE GROUP 401K PLAN | REYNOLDSBURG OH | 418 | $5.5M | $21K |
