Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Parnassus Core Equity - in their Schedule of Assets, totaling $19.0M 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 | TRINITY HEALTH TRINIPLUS RETIREMENT PLAN | MINOT ND | 2,366 | $407.3M | $7.8M |
| 2 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BOSTON MA | 581 | $490.4M | $5.4M |
| 3 | THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES |
LANSING MI |
| 1,396 |
| $334.9M |
| $1.6M |
| 4 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 581 | $139.1M | $815K |
| 5 | DANNIS WOLIVER KELLEY DANNIS WOLIVER KELLEY PROFIT SHARING PLAN | BERKELEY CA | 100 | $36.6M | $584K |
| 6 | HARVARD MANAGEMENT COMPANY INC. THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | BOSTON MA | 112 | $58.1M | $567K |
| 7 | OZ ARCHITECTURE, INC. OZ ARCHITECTURE PROFIT SHARING PLAN | DENVER CO | 146 | $34.8M | $549K |
| 8 | BEARINGS & DRIVES UNLIMITED, INC. BEARING & DRIVE SOLUTION 401(K) RETIREMENT PLAN | SOUDERTON PA | 255 | $28.1M | $522K |
| 9 | ST. MARY'S COLLEGE SAINT MARY'S COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NOTRE DAME IN | 849 | $143.7M | $503K |
| 10 | V CRUISES US LLC V CRUISES US LLC. 401(K) PLAN | PLANTATION FL | 527 | $27.0M | $266K |
