Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Conestoga Small Cap Institutional Fund - in their Schedule of Assets, totaling $4.8M 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 | NUVISION FEDERAL CREDIT UNION NUVISION FEDERAL CREDIT UNION SAVINGS PLAN | HUNTINGTON BEACH CA | 541 | $69.4M | $1.7M |
| 2 | TRUST POINT INC TRUST POINT INC 401(K) PROFIT SHARING PLAN | LA CROSSE WI | 97 | $44.9M | $1.5M |
| 3 | LEWIS THOMASON, P.C. LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN |
KNOXVILLE TN |
| 129 |
| $52.9M |
| $1.5M |
| 4 | INTERNATIONAL ASSOCIATON OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFOR 401(K) PLAN FOR THE INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRON WORKERS | WASHINGTON DC | 139 | $16.1M | $82K |
| 5 | AUGSBURG UNIVERSITY AUGSBURG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 705 | $149.4M | $7K |
