Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Conestoga Capital Advisors Conestoga Small Cap Institutional Fund in their Schedule of Assets, totaling $9.9M 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 | IBEW LOCAL NO. 347 & IOWA CHAPTER OF NECA, JOINT BOARD OF TRUSTEES IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN | TROY MI | 3,410 | $431.6M | $9.3M |
| 2 | CITIZENS STATE BANK CITIZENS STATE BANK 401(K) SAVINGS PLAN | SOMERVILLE TX | 145 | $22.3M | $426K |
| 3 | SILICON VALLEY COMMUNITY FOUNDATION |
MOUNTAIN VIEW CA |
| 107 |
| $27.1M |
| $134K |
