Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Conestoga Conestoga Small Cap Fund in their Schedule of Assets, totaling $13.2M 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 | NEXTEER AUTOMOTIVE CORPORATION NEXTEER AUTOMOTIVE SALARIED 401(K) RETIREMENT PLAN | SAGINAW MI | 1,271 | $398.6M | $8.0M |
| 2 | NEXTEER AUTOMOTIVE CORPORATION NEXTEER AUTOMOTIVE HOURLY 401(K) RETIREMENT PLAN | SAGINAW MI | 1,913 | $174.2M | $2.8M |
| 3 | PELLI CLARKE & PARTNERS |
NEW HAVEN CT |
| 50 |
| $27.2M |
| $677K |
| 4 | NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN | WASHINGTON DC | 368 | $25.2M | $609K |
| 5 | NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES NATIONAL TRUST FOR HISTORIC PRESERVATION DEFINED CONTRIBUTION PENSION PLAN | WASHINGTON DC | 363 | $21.1M | $509K |
| 6 | BTC MOBILITY, LLC BTC MOBILITY 401(K) RETIREMENT PLAN | WALTHAM MA | 189 | $31.3M | $269K |
| 7 | WHEATON VAN LINES, INC. WHEATON VAN LINES, INC. & SUBSIDIARIES 401(K) PLAN | INDIANAPOLIS IN | 114 | $30.2M | $142K |
| 8 | MOKA CORPORATION MOKA CORPORATION 401(K)/RETIREMENT PLAN | MUSKEGON MI | 341 | $9.9M | $90K |
| 9 | GO MORTGAGE, LLC GO MORTGAGE, LLC 401(K) PROFIT SHARING PLAN | BROOKFIELD WI | 44 | $7.4M | $43K |
