Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Conestoga Small Cap Fund # in their Schedule of Assets, totaling $24.6M 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 | BOARD OF TRUSTEES, IBEW LOCAL 405 DEFERRED SAVINGS PLAN IBEW LOCAL 405 DEFERRED SAVINGS PLAN | CEDAR RAPIDS IA | 886 | $262.6M | $15.8M |
| 2 | ELBITAMERICA, INC. KOLLSMAN, INC. DEFINED BENEFIT RETIREMENT PLAN | FORT WORTH TX | 83 | $58.9M | $2.3M |
| 3 | KOOTENAI CLINIC, LLC KOOTENAI HEALTH 403(B) PLAN |
COEUR D ALENE ID |
| 4,205 |
| $79.9M |
| $1.1M |
| 4 | SURVEYING AND MAPPING, LLC SAM HOLDING COMPANY, INC. & SUBSIDIARIES 401(K) PLAN | AUSTIN TX | 1,727 | $113.8M | $1.1M |
| 5 | BOARD OF TRUSTEES OF SHEETMETAL WORKERS LOCAL 91 HEALTH AND WELFARE PL SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU | ROCK ISLAND IL | 887 | $45.3M | $652K |
| 6 | INFORMATION SYSTEMS AUDIT AND CONTROL INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) 401(K) RETIREMENT | SCHAUMBURG IL | 276 | $42.9M | $564K |
| 7 | BODYCOTE IMT, INC. THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN | DALLAS TX | 1,020 | $140.1M | $560K |
| 8 | AMERICAN DENTAL PARTNERS, INC. AMERICAN DENTAL PARTNERS, INC. SAVINGS AND RETIREMENT PLAN | EFFINGHAM IL | 565 | $59.5M | $559K |
| 9 | UNION LEAGUE CLUB OF CHICAGO UNION LEAGUE CLUB EMPLOYEES RETIREMENT PLAN | CHICAGO IL | 36 | $13.2M | $504K |
| 10 | THE DAY PUBLISHING COMPANY, INC. THE DAY PUBLISHING COMPANY TRUSTEED PENSION PLAN | NEW LONDON CT | 30 | $14.5M | $396K |
