Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FullerThaler FullerThaler Behavioral Small-Cap Equity R6 in their Schedule of Assets, totaling $1.7M 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 | NORTHPOINTE BANK THE NORTHPOINTE BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | GRAND RAPIDS MI | 476 | $61.3M | $1.4M |
| 2 | CLEAREDGE IT SOLUTIONS, LLC CLEAREDGE IT SOLUTIONS, LLC 401(K) P/S PLAN | JESSUP MD | 63 | $23.5M | $236K |
| 3 | JOINT RESEARCH AND DEVELOPMENT, LLC |
STAFFORD VA |
| 191 |
| $22.7M |
| $43K |
