Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Conestoga Small Cap Inst Mutual Funds in their Schedule of Assets, totaling $5.8M 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 | KING & SPALDING LLP KING & SPALDING LLP CASH BALANCE PENSION PLAN | ATLANTA GA | 194 | $309.4M | $5.3M |
| 2 | SOUTH LAKE CLINIC, P.A. SOUTH LAKE CLINIC, P. A. EMPLOYEES' PROFIT SHARING PLUS PLAN | MINNETONKA MN | 120 | $20.6M | $462K |
| 3 | ITSC SECURE SOLUTIONS, LLC |
OWENS CROSS ROADS AL |
| 106 |
| $3.5M |
| $37K |
