Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Conestoga Small Cap-Inst in their Schedule of Assets, totaling $18.5M 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 | THE SHUBERT ORGANIZATION, INC. THE SHUBERT ORGANIZATION, INC. EMPLOYEES PENSION PLAN | NEW YORK NY | 162 | $181.8M | $9.1M |
| 2 | CARLETON COLLEGE CARLETON COLLEGE DEFINED CONTRIBUTION PLAN | NORTHFIELD MN | 930 | $396.7M | $6.3M |
| 3 | JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN |
KANSAS CITY MO |
| 2,403 |
| $246.7M |
| $1.3M |
| 4 | SHOP-RITE OF HUNTERDON COUNTY, I SHOP-RITE OF HUNTERDON COUNTY, INC. EMPLOYEE SAVINGS PLAN | FLEMINGTON NJ | 111 | $25.1M | $786K |
| 5 | COULEE BANK COULEE BANK SALARY SAVINGS PLAN | LA CROSSE WI | 81 | $13.6M | $460K |
| 6 | SOUTH TEXAS RADIOLOGY GROUP P.A. SOUTH TEXAS RADIOLOGY GROUP P.A. CASH BALANCE PENSION PLAN | SAN ANTONIO TX | 105 | $18.4M | $224K |
| 7 | CALICO BRANDS, INC. CALICO BRANDS, INC. 401(K) PLAN | ONTARIO CA | 112 | $18.0M | $185K |
| 8 | ASPIRE LIVING & LEARNING, INC. ASPIRE LIVING & LEARNING, INC. 403(B) PLAN | BARRE VT | 1,080 | $27.8M | $67K |
| 9 | DRUST MARKETS, LLC DRUST MARKETS, LLC 401K PROFIT SHARING PLAN | WALLINGFORD CT | 214 | $3.7M | $49K |
| 10 | INTERNATIONAL INFORMATION SYSTEM SECURITY CERTIFICATION CONSORTIUM,INC IISSCC, INC. 401(K) RETIREMENT PLAN | CLEARWATER FL | 185 | $11.5M | $43K |
