Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Parnassus Core Equity Fund Mutual funds in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRAND LODGE OF F&A MASONS OF CA & RELATED ENTITIES CALIFORNIA MASONIC RETIREMENT PLAN II | SAN FRANCISCO CA | 650 | $49.1M | $709K |
| 2 | BBI LOGISTICS, LLC BBI LOGISTICS, LLC 401(K) PLAN | COLUMBUS OH | 233 | $8.2M | $708K |
| 3 | KEYSTONE FOLDING BOX CO. KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN |
NEWARK NJ |
| 78 |
| $7.5M |
| $211K |
| 4 | JBS INTERNATIONAL, INC. JBS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NORTH BETHESDA MD | 318 | $74.0M | $121K |
| 5 | ORCHARD AND VINEYARD SUPPLY, LLC OVS 401K RETIREMENT PLAN | YAKIMA WA | 318 | $11.6M | $114K |