Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Conestoga Conestoga Sm Cap IS in their Schedule of Assets, totaling $1.8M 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 | PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. PPFA RETIREMENT PLAN | NEW YORK NY | 773 | $138.3M | $886K |
| 2 | PATHSTONE PATHSTONE 401(K) PLAN | ATLANTA GA | 596 | $53.2M | $668K |
| 3 | PLANNED PARENTHOOD OF GREATER TEXAS PPFA RETIREMENT PLAN |
DALLAS TX |
| 198 |
| $20.4M |
| $159K |
| 4 | PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY, INC. PPFA RETIREMENT PLAN | ALTADENA CA | 111 | $9.3M | $29K |
| 5 | PLANNED PARENTHOOD GULF COAST PPFA RETIREMENT PLAN | HOUSTON TX | 243 | $17.9M | $18K |
