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Parnassus Core Equity Fund

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 302 retirement plans report an interest in this investment, totaling $43.7M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
302
Reported interest (EOY)
$43.7M
Data source
DOL Form 5500 · Schedule D

Plans holding Parnassus Core Equity Fundranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1MIAMI HEAT LIMITED PARTNERSHIP
MIAMI HEAT LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN
MIAMI
FL
507$61.0M$2.9M
2GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN
NEW BRAUNFELS
TX
227$46.4M$2.1M
3TRIVALLEY PRIMARY CARE, P.C.
TRIVALLEY PRIMARY CARE, P.C. 401(K) PROFIT SHARING PLAN
PERKASIE
PA
139$28.8M$1.8M
4AUTUMN HARP, INC.
AUTUMN HARP, INC. 401(K) PROFIT SHARING PLAN
ESSEX JUNCTION
VT
257$15.7M$1.6M
5UNDERGROUND VAULTS AND STORAGE, INC.
UNDERGROUND VAULTS AND STORAGE, INC. 401(K) PROFIT SHARING PLAN
HUTCHINSON
KS
124$12.7M$1.3M
6CENTRAL PROCESSING CORP.
CENTRAL PROCESSING CORP. RETIREMENT PLAN
MARATHON
WI
1,569$92.6M$1.3M
7JEFFERSON HOMEBUILDERS, INC.
JEFFERSON HOMEBUILDERS, INC. EMPLOYEES' PROFIT SHARING PLAN
CULPEPER
VA
457$52.8M$1.2M
8DANIELS TIRE SERVICE, INC.
DANIELS TIRE SERVICE, INC. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST
SANTA FE SPRINGS
CA
176$13.0M$1.0M
9HME, INC.
HME, INC. 401(K) PLAN
TOPEKA
KS
483$27.8M$897K
10ARROWHEAD PROMOTION & FULFILLMENT CO., INC.
ARROWHEAD PROMOTION & FULFILLMENT CO., INC. 401(K) PLAN
GRAND RAPIDS
MN
150$8.0M$812K
See all 302 plans holding Parnassus Core Equity Fund
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