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 Registered investment company in their Schedule of Assets, totaling $6.3M 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 | COLUMBIA SPORTSWEAR COMPANY COLUMBIA SPORTSWEAR COMPANY 401(K) PLAN | PORTLAND OR | 4,412 | $462.1M | $6.1M |
| 2 | SAINT AGNES MEDICAL PROVIDERS SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN | FRESNO CA | 94 | $20.5M | $231K |
| 3 | VALUE ADDED DISTRIBUTORS LLC VALUE ADDED DISTRIBUTORS, LLC 401(K) PROFIT SHARING PLAN |
GREEN LAKE WI |
| 208 |
| $6.9M |
| $13K |
