Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Parnassus Core Equity Fund Institutional Mutual fund in their Schedule of Assets, totaling $3.3M 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 | THE DOLBEN COMPANY, INC. DOLBEN EMPLOYEE 401(K) PLAN | WOBURN MA | 435 | $31.3M | $1.3M |
| 2 | STAFFPAY, INC. EMPLICITY 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 3,170 | $66.3M | $1.3M |
| 3 | SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN |
LOS ANGELES CA |
| 98 |
| $21.1M |
| $357K |
| 4 | SAMUEL MERRITT UNIVERSITY SAMUEL MERRITT UNIVERSITY 403(B) PLAN | OAKLAND CA | 755 | $101.2M | $283K |
| 5 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $79K |
