Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Conestoga Small Cap Instl Mutual fund in their Schedule of Assets, totaling $1.5M 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 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $759K |
| 2 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $467K |
| 3 | AUGUSTANA COLLEGE AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
ROCK ISLAND IL |
| 231 |
| $89.1M |
| $141K |
| 4 | NOTRE DAME DE NAMUR UNIVERSITY NOTRE DAME DE NAMUR UNIVERSITY DC RETIREMENT PLAN | BELMONT CA | 144 | $45.9M | $88K |
