Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Parnassus Core Eqty Fnd Ins Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | INTERNATIONAL DATA GROUP, INC. INTERNATIONAL DATA GROUP, INC. 401K AND PROFIT SHARING PLAN | NEEDHAM MA | 932 | $432.3M | $2.0M |
| 2 | BROCKTON AREA MULTI-SERVICES, INC. BAMSI 403(B) RETIREMENT PLAN | BROCKTON MA | 1,476 | $16.1M | $53K |
