Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Conestoga Small Cap in their Schedule of Assets, totaling $17.3M 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 | LAKE REGION HEALTHCARE CORPORATION LAKE REGION HEALTHCARE CORPORATION RETIREMENT PLAN | FERGUS FALLS MN | 956 | $77.0M | $4.7M |
| 2 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $2.5M |
| 3 | MEDIATEK USA INC. MEDIATEK USA 401(K) PLAN |
SAN JOSE CA |
| 757 |
| $274.4M |
| $2.5M |
| 4 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $2.3M |
| 5 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. 403(B) SAVINGS PLAN | WASHINGTON DC | 1,557 | $298.8M | $1.5M |
| 6 | MID WEST FABRICATING COMPANY MID WEST FABRICATING COMPANY 401(K) RETIREMENT PLAN | AMANDA OH | 181 | $18.0M | $1.1M |
| 7 | RS AMERICAS, INC. RS AMERICAS, INC. 401(K) | FORT WORTH TX | 911 | $110.4M | $883K |
| 8 | IOWA IRONWORKERS HEAVY HIGHWAY DEFINED CONTRIBUTION PLAN IOWA IRONWORKERS HEAVY HIGHWAY DEFINED CONTRIBUTION PLAN | DES MOINES IA | 723 | $26.3M | $664K |
| 9 | ACADEMY OF NUTRITION AND DIETETICS ACADEMY OF NUTRITION AND DIETETICS RETIREMENT PLAN | CHICAGO IL | 130 | $28.6M | $392K |
| 10 | SLIPSTREAM GROUP, INC. SLIPSTREAM 401(K) RETIREMENT PLAN | MADISON WI | 156 | $22.2M | $315K |
