Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Conestoga Small Cap Instl in their Schedule of Assets, totaling $3.7M 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 | DES MOINES IRON WORKERS PENSION TRUST BOARD OF TRUSTEES DES MOINES IRON WORKERS PENSION TRUST | DES MOINES IA | 246 | $75.1M | $2.4M |
| 2 | UNIVERSITY OF HAWAII FOUNDATION UNIVERSITY OF HAWAII FOUNDATION 403(B) PLAN | HONOLULU HI | 114 | $34.9M | $489K |
| 3 | THE INTERNATIONAL SCHOOL OF SAN FRANCISCO |
SAN FRANCISCO CA |
| 135 |
| $47.1M |
| $359K |
| 4 | DAIRY STATE BANK DAIRY STATE BANK RETIREMENT SAVINGS PLAN | RICE LAKE WI | 92 | $13.3M | $298K |
| 5 | PALO ALTO UNIVERSITY, INC PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN | PALO ALTO CA | 222 | $30.2M | $105K |
| 6 | AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST | MILWAUKEE WI | 1,104 | $558K | $24K |
| 7 | VETERANS MEDICAL RESEARCH FOUNDATION VETERANS MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN | SAN DIGEO CA | 101 | $40.1M | $10K |
