Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Conestoga Small Cap Institutional Mutual fund in their Schedule of Assets, totaling $30.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TOTALENERGIES FINANCE USA, INC TOTALENERGIES FINANCE USA, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 2,475 | $788.4M | $20.0M |
| 2 | WARD AND SMITH, P.A. WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | NEW BERN NC | 248 | $119.5M | $4.0M |
| 3 | BAYPORT POLYMERS LLC |
PASADENA TX |
| 277 |
| $69.8M |
| $2.1M |
| 4 | HTC AMERICA, INC. HTC AMERICA, INC. 401(K) PLAN | BERKELEY CA | 98 | $32.6M | $1.3M |
| 5 | Q&D CONSTRUCTION LLC Q&D CONSTRUCTION LLC RETIREMENT PLAN | SPARKS NV | 161 | $18.9M | $714K |
| 6 | SCHWING BIOSET, INC. SCHWING BIOSET, INC 401(K) SALARY SAVINGS PLAN | SOMERSET WI | 123 | $16.8M | $669K |
| 7 | INVESTCO L.L.C RAINIER TRUST 401(K) RETIREMENT PLAN | SUMNER WA | 842 | $52.5M | $658K |
| 8 | CALIFORNIA RURAL LEGAL ASSISTANCE, INC. CALIFORNIA RURAL LEGAL ASSISTANCE, INC. 401(K) RETIREMENT SAVINGS PLAN | MODESTO CA | 231 | $12.6M | $466K |
| 9 | EMPIRE SCREEN PRINTING, INC. EMPIRE SCREEN PRINTING, INC. 401(K) SAVINGS RETIREMENT PLAN | ONALASKA WI | 163 | $9.3M | $319K |
| 10 | AVERTIUM, LLC AVERTIUM, LLC 401(K) PLAN | NASHVILLE TN | 125 | $13.3M | $239K |
