Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Parnassus Core Equity Fund; Institutional Shares in their Schedule of Assets, totaling $20.1M 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 | COMPUTERSHARE US SERVICES INC. COMPUTERSHARE 401(K) RETIREMENT PLAN | CANTON MA | 4,479 | $634.8M | $10.6M |
| 2 | CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN | ROCKY HILL CT | 251 | $52.1M | $3.0M |
| 3 | IDEAL CLAMP PRODUCTS, INC. IDEAL CLAMP PRODUCTS 401(K) PLAN |
SMYRNA TN |
| 704 |
| $50.3M |
| $1.4M |
| 4 | VISIQUATE INC. VISIQUATE INC. RETIREMENT TRUST | SANTA ROSA CA | 74 | $12.1M | $1.3M |
| 5 | ENERIC PETROLEUM CORPORATION CAMBRIDGE INVESTMENT GROUP RETIREMENT PLAN | FAIRFIELD IA | 924 | $81.7M | $1.1M |
| 6 | SARAH LAWRENCE COLLEGE SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN | BRONXVILLE NY | 590 | $192.0M | $843K |
| 7 | KINGDOM OF THE NETHERLANDS, AS REPRESENTED BY ITS AMBASSADOR IN THE UN U.S. DUTCH MISSIONS SAVINGS PLAN | WASHINGTON DC | 151 | $31.9M | $830K |
| 8 | NEXFIRM LLC NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN | SCARSDALE NY | 296 | $27.2M | $793K |
| 9 | L.T. HAMPEL CORP HAMPEL 401(K) SAVINGS PLAN | GERMANTOWN WI | 116 | $8.4M | $98K |
| 10 | NATIONAL MORTGAGE & FINANCE CO LTD NATIONAL MORTGAGE AND FINANCE COMPANY, LIMITED PROFIT SHARING 401(K) PLAN | HONOLULU HI | 88 | $14.5M | $80K |
