Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Conestoga Small Cap Registered Investment Company in their Schedule of Assets, totaling $7.6M 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 | PERKINS&WILL, INC. PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,817 | $414.4M | $6.7M |
| 2 | MANKE LUMBER COMPANY MANKE LUMBER COMPANY, INC. PROFIT SHARING PLAN | TACOMA WA | 378 | $36.1M | $658K |
| 3 | DALLAS RENAL GROUP PA DALLAS RENAL GROUP PA 401(K) PROFIT SHARING PLAN & TRUST |
DALLAS TX |
| 96 |
| $21.6M |
| $120K |
| 4 | ROYCE & ASSOCIATES GP, LLC ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 93 | $109.2M | $83K |
