Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Parnassus Core Equity Fund Pooled separate account in their Schedule of Assets, totaling $3.4M 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 | VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | VALDOSTA GA | 138 | $15.1M | $503K |
| 2 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $408K |
| 3 | HELLAS CONSTRUCTION, INC. |
CEDAR PARK TX |
| 1,180 |
| $20.4M |
| $365K |
| 4 | CANARY MARKETING, LLC CANARY MARKETING, LLC 401(K) SAFE HARBOR PROFIT SHARING PLAN | SAN RAMON CA | 165 | $10.6M | $334K |
| 5 | SOLUTIONS DEVELOPMENT CORPORATION SOLUTIONS DEVELOPMENT CORPORATION 401(K) PLAN #001 | KING GEORGE VA | 55 | $17.0M | $277K |
| 6 | ARCHERPOINT TRANSACTION HOLDCO, INC. ARCHERPOINT EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | LOGANVILLE GA | 71 | $36.8M | $185K |
| 7 | MOTOR VEHICLE SOFTWARE CORPORATION MOTOR VEHICLE SOFTWARE CORPORATION 401(K) PLAN | AGOURA HILLS CA | 435 | $18.2M | $169K |
| 8 | LOCKNET LOCKNET 401(K) PROFIT SHARING PLAN | NICHOLASVILLE KY | 179 | $6.5M | $159K |
| 9 | LYNDEN DOOR, INC. LYNDEN DOOR, INC. 401K RETIREMENT PLAN | LYNDEN WA | 1,056 | $38.7M | $150K |
| 10 | SUPERIOR TRANSPORTATION ASSOCIATES, INC. SUPERIOR TRANSPORTATION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 126 | $7.0M | $140K |
