Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FULLERTHALER BHVRL SML CAP R6 MUTUAL FUNDS in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOPEZ FOOD, INC. LOPEZ-DORADA 401(K) PLAN | OKLAHOMA CITY OK | 1,469 | $66.3M | $3.5M |
| 2 | BURK ROYALTY CO., LTD. BURK ROYALTY CO. , LTD 401(K) PLAN | WICHITA FALLS TX | 293 | $23.5M | $1.0M |
| 3 | SUMMIT MORTGAGE CORPORATION SUMMIT MORTGAGE 401(K) RETIREMENT PLAN |
PLYMOUTH MN |
| 136 |
| $17.8M |
| $605K |
| 4 | HAMRICKS, INC. HAMRICKS CORPORATION 401(K) RETIREMENT PLAN | GAFFNEY SC | 559 | $11.2M | $146K |
| 5 | MARTIN EQUIPMENT OF ILLINOIS, INC. MARTIN EQUIPMENT 401(K) AND PROFIT SHARING PLAN | GOODFIELD IL | 145 | $21.0M | $35K |
