Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Conestoga Small Cap Fund Mutual fund in their Schedule of Assets, totaling $55.4M 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 | INFIRMARY HEALTH SYSTEM, INC. THE INFIRMARY 401(K) PLAN | MOBILE AL | 6,046 | $372.2M | $25.1M |
| 2 | ABX AIR, INC. CAPITAL ACCUMULATION PLAN | WILMINGTON OH | 2,045 | $279.9M | $8.1M |
| 3 | ABX AIR, INC. ABX AIR, INC. PILOTS INVESTMENT PLAN |
| 307 |
| $223.2M |
| $4.9M |
| 4 | PACIFIC COAST BUILDING PRODUCTS, INC. PACIFIC COAST BUILDING PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN | RANCHO CORDOVA CA | 2,193 | $313.1M | $4.4M |
| 5 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $2.3M |
| 6 | PACIFIC COAST BUILDING PRODUCTS, IN PACIFIC COAST BUILDING PRODUCTS, INC. 401(K) SAVINGS PLAN | RANCH CORDOVA CA | 3,095 | $153.5M | $2.2M |
| 7 | REALNETWORKS, LLC. REALNETWORKS, LLC. 401(K) PLAN | SEATTLE WA | 59 | $89.2M | $1.9M |
| 8 | MEDAMERICA HEALTH SYSTEMS CORPORATION MEDAMERICA HEALTH SYSTEMS CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | DAYTON OH | 2,016 | $168.9M | $1.4M |
| 9 | PREMIER HEALTH PARTNERS THE EMPLOYER RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS | DAYTON OH | 13,415 | $243.8M | $1.3M |
| 10 | MBIA INC. MBIA INC. EMPLOYEE 401(K) PLAN | PURCHASE NY | 57 | $150.8M | $1.0M |
