Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding CONESTOGA SM CAP INV Registered Investment Company in their Schedule of Assets, totaling $1.4M 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 | ALPS ALPINE ALPS ALPINE NORTH AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 483 | $136.2M | $977K |
| 2 | J. CRAIG VENTER INSTITUTE, INC. J. CRAIG VENTER INSTITUTE, INC. 401(K) PLAN | LA JOLLA CA | 183 | $51.0M | $436K |
