Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Conestoga Small Cap Fund " in their Schedule of Assets, totaling $4.6M 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 | HELEN ROSS MCNABB CENTER, INC. HELEN ROSS MCNABB CENTER, INC., RETIREMENT PLAN | KNOXVILLE TN | 1,159 | $69.0M | $2.5M |
| 2 | 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 |
| 3 | UNION LEAGUE CLUB OF CHICAGO |
CHICAGO IL |
| 36 |
| $13.2M |
| $504K |
| 4 | THE DAY PUBLISHING COMPANY, INC. THE DAY PUBLISHING COMPANY TRUSTEED PENSION PLAN | NEW LONDON CT | 30 | $14.5M | $396K |
| 5 | SEGAL ADVISORS, INC. FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO IL | — | $811.1M | $291K |
| 6 | WTS PARADIGM, LLC WTS PARADIGM DEFERRED SAVINGS PLAN | MIDDLETON WI | 523 | $39.3M | $212K |
| 7 | SAN DOMENICO SCHOOL SAN DOMENICO SCHOOL 403(B) RETIREMENT PLAN | SAN ANSELMO CA | 160 | $34.9M | $35K |
