Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Parnassus Core Equity Fund Inst Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON WI | 111 | $22.9M | $679K |
| 2 | CONTINUUM OF CARE INC CONTINUUM OF CARE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW HAVEN CT | 848 | $18.0M | $371K |
| 3 | GORHAM SAVINGS BANK |
GORHAM ME |
| 199 |
| $37.5M |
| $226K |
