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 Investor Shares Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO CA | 1,752 | $163.8M | $2.4M |
| 2 | SYNQOR, INC. SYNQOR, INC. 401(K) PLAN | BOXBOROUGH MA | 273 | $22.0M | $982K |
| 3 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN |
INDIANAPOLIS IN |
| 1,419 |
| $52.8M |
| $27K |
