Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Conestoga Sm Cap Inv Mutual Fund in their Schedule of Assets, totaling $253K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUMBULL INDUSTRIES, INC. TRUMBULL INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING PLAN | WARREN OH | 260 | $19.0M | $140K |
| 2 | THE MEYOCKS GROUP, INC. THE MEYOCKS GROUP, INC. 401(K) PLAN | WEST DES MOINES IA | 97 | $14.4M | $81K |
| 3 | SCHAFER INDUSTRIES INC. SCHAFER INDUSTRIES INC. 401K PLAN |
SOUTH BEND IN |
| 295 |
| $14.7M |
| $33K |
