Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Conestoga Small Cap Fund Investors Class in their Schedule of Assets, totaling $21.4M 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 | TWO SIGMA INVESTMENTS, LP TWO SIGMA 401(K) PLAN | NEW YORK NY | 1,668 | $698.4M | $20.7M |
| 2 | MCCORMACK BARON SALAZAR, INC. MCCORMACK BARON 401(K) PLAN | ST. LOUIS MO | 783 | $32.5M | $346K |
| 3 | HRP ASSOCIATES, INC. HRP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
FARMINGTON CT |
| 132 |
| $21.2M |
| $144K |
| 4 | EVANSVILLE SURGERY CENTER ASSOCIATES, LLC EVANSVILLE SURGERY CENTER 401(K) RETIREMENT PLAN | EVANSVILLE IN | 100 | $9.7M | $123K |
| 5 | EVANSVILLE SURGERY SERVICES LLC EVANSVILLE SURGERY CENTER 401(K) RETIREMENT PLAN | EVANSVILLE IN | 99 | $9.5M | $89K |
| 6 | BASWARE INC BASWARE INC 401(K) PROFIT SHARING PLAN & TRUST | FORT MILL SC | 86 | $15.9M | $11K |
