Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Conestoga Small Cap Fund Institutional Class in their Schedule of Assets, totaling $29.8M 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 | BOARD OF TRUSTEES OF IW MID-AMERICA PENSION PLAN IRON WORKERS' MID-AMERICA PENSION PLAN | LANSING IL | 3,480 | $998.9M | $24.0M |
| 2 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $4.1M |
| 3 | JSB MANAGEMENT COMPANY |
SEVIERVILLE TN |
| 989 |
| $29.7M |
| $957K |
| 4 | WATERS TECHNOLOGIES CORPORATION THE WATERS HEALTH CARE REIMBURSEMENT PLAN FOR RETIREES | MILFORD MA | 665 | $19.8M | $509K |
| 5 | SAFETY MARKING, INC. SAFETY MARKING, INC. MONEY PURCHASE PENSION PLAN | BRIDGEPORT CT | 164 | $8.5M | $189K |
