Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FullerThaler FullerThaler Behavioral Small-Cap Equity Fund in their Schedule of Assets, totaling $336K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLEAR STREET MANAGEMENT LLC CLEAR STREET 401(K) PLAN | NEW YORK NY | 537 | $45.3M | $267K |
| 2 | PLATEAU SOFTWARE, INC. DBA PLATEAU GRP PLATEAU SOFTWARE INC. 401(K) | FAIRFAX VA | 232 | $8.2M | $69K |
