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 Registered Investment Company in their Schedule of Assets, totaling $10.1M 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 | SCHWABE, WILLIAMSON & WYATT, P.C. SCHWABE, WILLIAMSON & WYATT, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 311 | $156.2M | $8.0M |
| 2 | WILLAMETTE UNIVERSITY WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALEM OR | 872 | $211.9M | $657K |
| 3 | MARSHALL MEDICAL CENTER |
PLACERVILLE CA |
| 1,486 |
| $160.7M |
| $598K |
| 4 | CANINE COMPANIONS FOR INDEPENDENCE, INC. THE 403(B) THRIFT PLAN FOR CANINE COMPANIONS FOR INDEPENDENCE, INC. | SANTA ROSA CA | 307 | $26.7M | $536K |
| 5 | GOLDBERG COMPANIES, INC. GOLDBERG COMPANIES, INC. 401(K) PLAN | BEACHWOOD OH | 262 | $13.4M | $300K |
