Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Conestoga Small Cap Institutional Class Mutual Fund N/A in their Schedule of Assets, totaling $954K 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 | FOSBER AMERICA, INC. FOSBER SAVINGS & RETIREMENT PLAN | GREEN BAY WI | 192 | $34.6M | $740K |
| 2 | BADGER CORRUGATING COMPANY BADGER CORRUGATING COMPANY PROFIT SHARING & 401(K) PLAN | LA CROSSE WI | 129 | $6.7M | $192K |
| 3 | OPTIMA MACHINERY CORPORATION OPTIMA CORPORATION RETIREMENT PLAN |
GREEN BAY WI |
| 124 |
| $16.6M |
| $22K |
