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 Fund Registered investment company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OREGON - COLUMBIA CHAPTER AGC NORTHWEST AGC CHAPTERS RETIREMENT PLAN | WILSONVILLE OR | 3,426 | $328.1M | $7.8M |
| 2 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $223K |
| 3 | PACIFIC LANDSCAPE MANAGEMENT, INC. PLM 401(K) PLAN |
HILLSBORO OR |
| 490 |
| $8.2M |
| $11K |
