Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding CONESTOGA SMCAP INSTITUTIONAL Registered Investment Company in their Schedule of Assets, totaling $79.7M 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 | HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN & INVESTMENT DIRECTED PS PLAN MASTER TRUST | DALLAS TX | — | $652.7M | $19.3M |
| 2 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $18.1M |
| 3 | ENDO USA, INC. |
MALVERN PA |
| 1,216 |
| $540.6M |
| $12.9M |
| 4 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,186 | $492.2M | $12.8M |
| 5 | WARD AND SMITH, P.A. WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | NEW BERN NC | 248 | $119.5M | $4.0M |
| 6 | INSTITUTE OF NUCLEAR POWER OPERATIONS INSTITUTE OF NUCLEAR POWER OPERATIONS 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 304 | $136.9M | $3.2M |
| 7 | METAL TECHNOLOGIES OF INDIANA, LLC MTI 401(K) PLAN | AUBURN IN | 603 | $69.1M | $3.2M |
| 8 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $2.5M |
| 9 | GEORG FISCHER SIGNET LLC GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN | IRWINDALE CA | 1,173 | $159.1M | $1.7M |
| 10 | STOWERS RESOURCE MANAGEMENT INC. STOWERS GROUP RETIREMENT PLAN | KANSAS CITY MO | 401 | $108.6M | $762K |
