Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Parnassus Core Eq Is Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | COMMONWEALTH CARE ALLIANCE COMMONWEALTH CARE ALLIANCE 401(K) PLAN | BOSTON MA | 1,689 | $128.4M | $727K |
| 2 | FIRST NATIONAL BANK FIRST NATIONAL BANK SAVINGS AND INVESTMENT PLAN | DAMARISCOTTA ME | 284 | $46.5M | $348K |
| 3 | NEXTIVA, INC. NEXTIVA 401(K) PLAN |
SCOTTSDALE AZ |
| 789 |
| $42.0M |
| $317K |
| 4 | CERAPEDICS, INC. CERAPEDICS, INC. 401(K) PLAN | WESTMINSTER CO | 201 | $17.4M | $135K |
| 5 | SHEPPARD PRATT HEALTH SYSTEM SHEPPARD PRATT HEALTH SYSTEM THRIFT PLAN | BALTIMORE MD | 2,535 | $31.9M | $80K |
| 6 | EDISON ENERGY GROUP, INC. EDISON ENERGY GROUP 401(K) SAVINGS PLAN | IRVINE CA | 122 | $28.1M | $57K |
