Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Parnassus Core Equity Fund ‐ Investor Shares in their Schedule of Assets, totaling $35.3M 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 | POINT32HEALTH POINT32HEALTH 401(K) PLAN | WATERTOWN MA | 4,237 | $1.3B | $28.3M |
| 2 | ART CENTER COLLEGE OF DESIGN ART CENTER COLLEGE OF DESIGN SAVINGS PLAN | PASADENA CA | 1,450 | $105.3M | $2.2M |
| 3 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN |
CHICAGO IL |
| 3,903 |
| $165.2M |
| $1.9M |
| 4 | MONDI U.S. HOLDINGS LLC MONDI RETIREMENT SAVINGS PLAN USA | ROMEOVILLE IL | 1,167 | $133.9M | $1.2M |
| 5 | INTEGRATED SOLUTIONS FOR SYSTEMS, INC. INTEGRATED SOLUTIONS FOR SYSTEMS RETIREMENT PLAN | HUNTSVILLE AL | 340 | $32.2M | $508K |
| 6 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM RETIREMENT PLAN | CHICAGO IL | 1,835 | $37.1M | $445K |
| 7 | BAKER BOOK HOUSE COMPANY BAKER BOOK HOUSE EMPLOYEES' PROFIT SHARING PLAN | ADA MI | 204 | $21.9M | $444K |
| 8 | IMD FLUID SYSTEM TECHNOLOGIES, INC. IMD FLUID SYSTEM TECHNOLOGIES, INC. 401(K) PLAN | FREMONT CA | 91 | $16.9M | $179K |
| 9 | PR COMMON LLC PR COMMON LLC. 401(K) PLAN | NEW YORK NY | 128 | $6.8M | $150K |
| 10 | JOHN BALL ZOO JOHN BALL ZOO 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 141 | $8.2M | $51K |
