Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Parnassus Core Equity Fund; Institutional Shares Mutual Fund in their Schedule of Assets, totaling $24.1M 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 | CIMARRON LUMBER AND SUPPLY COMPANY SUTHERLAND LUMBER COMPANY EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 1,620 | $81.8M | $10.7M |
| 2 | HORIZON MEDIA HOLDINGS, LLC HORIZON MEDIA, LLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,254 | $232.2M | $3.6M |
| 3 | RIMINI STREET, INC. |
LAS VEGAS NV |
| 573 |
| $93.2M |
| $2.2M |
| 4 | INTERFACE, INC. INTERFACE, INC. SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 1,525 | $192.2M | $2.2M |
| 5 | TREX COMPANY, INC. TREX COMPANY, INC. 401(K) PROFIT SHARING PLAN | WINCHESTER VA | 1,822 | $184.1M | $2.0M |
| 6 | CONESTOGA WOOD SPECIALTIES CORP. CONESTOGA WOOD EMPLOYEES' 401(K) PLAN | EAST EARL PA | 1,007 | $98.0M | $1.8M |
| 7 | OTTAWA BANCSHARES, INC. OTTAWA BANCSHARES, INC. PROFIT SHARING PLAN | SALINA KS | 182 | $27.4M | $977K |
| 8 | CONSERVATION LAW FOUNDATION, INC. CLF RETIREMENT PLAN | BOSTON MA | 144 | $18.1M | $346K |
| 9 | PAYNEARME, INC. PAYNEARME 401(K) PLAN | SANTA CLARA CA | 228 | $16.1M | $100K |
| 10 | DIVERT, INC. DIVERT, INC. 401(K) PLAN | CONCORD MA | 358 | $10.7M | $65K |
