Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Conestoga Conestoga Small Cap Instl in their Schedule of Assets, totaling $5.2M 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 | NATIONAL UNIVERSITY NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 6,174 | $319.3M | $1.9M |
| 2 | GOLDEN GATE UNIVERSITY GOLDEN GATE UNIVERSITY RETIREMENT PLAN | SAN FRANCISCO CA | 238 | $87.6M | $1.7M |
| 3 | EILEEN FISHER, INC. EILEEN FISHER, INC. 401(K) EMPLOYEE SAVINGS PLAN |
IRVINGTON NY |
| 842 |
| $92.9M |
| $1.6M |
| 4 | DREW SCHOOL DREW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 61 | $18.8M | $10K |
