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 Registered investment company in their Schedule of Assets, totaling $735K 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 | ACCESS INTELLIGENCE LLC ACCESS INTELLIGENCE LLC 401(K) PLAN | ROCKVILLE MD | 183 | $35.2M | $498K |
| 2 | CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN | ARCATA CA | 353 | $14.4M | $223K |
| 3 | ESG ARCHITECTURE & DESIGN, INC. |
MINNEAPOLIS MN |
| 100 |
| $27.9M |
| $15K |
