Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parnassus Core Equity Fund; Investor in their Schedule of Assets, totaling $1.2M 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 | DOMINICAN UNIVERSITY DOMINICAN UNIVERSITY RETIREMENT PLAN | RIVER FOREST IL | 445 | $141.1M | $464K |
| 2 | OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES CA | 734 | $320.8M | $452K |
| 3 | NAPILI KAI, LTD. BEACH RESORT NAPILI KAI, LTD. 401(K) PLAN |
LAHAINA HI |
| 155 |
| $10.0M |
| $175K |
| 4 | MOTIVATE LLC MOTIVATE, LLC 401(K) PLAN | NEW YORK NY | 826 | $17.1M | $135K |
