Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Conestoga Small Cap Mutual Fund in their Schedule of Assets, totaling $5.2M 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 | STEINWAY MUSICAL INSTRUMENTS, INC. SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES | ASTORIA NY | 187 | $47.6M | $1.9M |
| 2 | OGDEN MURPHY WALLACE, PLLC THE 401(K) PROFIT SHARING PLAN OF OGDEN MURPHY WALLACE, PLLC | SEATTLE WA | 124 | $73.8M | $993K |
| 3 | ALLERGY ASSOCIATES, P.A. |
KNOXVILLE TN |
| 281 |
| $19.9M |
| $640K |
| 4 | IDI LOGISTICS, LLC IDI LOGISTICS 401(K) SAVINGS PLAN | ATLANTA GA | 63 | $37.3M | $551K |
| 5 | BROCKIE HEALTHCARE BROCKIE HEALTHCARE, INC. EMPLOYEE'S RETIREMENT PLAN | YORK PA | 93 | $26.8M | $433K |
| 6 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) | SAN ANTONIO TX | 1,175 | $53.9M | $407K |
| 7 | CASCADE PUBLIC MEDIA CASCADE PUBLIC MEDIA 401(K) PLAN | SEATTLE WA | 138 | $15.8M | $249K |
| 8 | SEACAST, INC. SEACAST, INC. 401(K) AND PROFIT SHARING PLAN | MARYSVILLE WA | 515 | $20.0M | $34K |
