Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Conestoga Small Cap Institutional Class " in their Schedule of Assets, totaling $8.1M 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 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $6.4M |
| 2 | KANZAKI SPECIALTY PAPERS, INC. KANZAKI SPECIALTY PAPERS PENSION PLAN | WARE MA | 22 | $12.8M | $1.4M |
| 3 | HOLLISTER-WHITNEY ELEVATOR CO. LLC PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES |
QUINCY IL |
| 177 |
| $11.0M |
| $257K |
| 4 | CLINICAL HEALTH NETWORK FOR TRANSFORMATION, INC. PPFA RETIREMENT PLAN | HOUSTON TX | 192 | $2.9M | $14K |
