Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding Parnassus Core Equity Fund ** in their Schedule of Assets, totaling $43.3M 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 | WACKER CHEMICAL CORP. WACKER SAVINGS PLAN | ANN ARBOR MI | 1,585 | $231.3M | $8.9M |
| 2 | THE MUSEUM OF MODERN ART THE MUSEUM OF MODERN ART 403(B) RETIREMENT PLAN | NEW YORK NY | 849 | $178.9M | $4.5M |
| 3 | DATADOG, INC. DATADOG 401(K) PLAN |
| 3,948 |
| $300.8M |
| $2.4M |
| 4 | CHILDFUND INTERNATIONAL, USA CHILDFUND INTERNATIONAL, USA 403(B) TAX DEFERRED ANNUITY PLAN | RICHMOND VA | 165 | $35.5M | $2.2M |
| 5 | TETRA PAK, INC. TETRA PAK RETIREMENT SAVINGS PLAN | DENTON TX | 1,665 | $500.2M | $2.2M |
| 6 | HANCOCK ESTABROOK, LLP HANCOCK ESTABROOK, LLP RETIREMENT PLAN | SYRACUSE NY | 123 | $50.0M | $2.2M |
| 7 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN | NEW BRAUNFELS TX | 227 | $46.4M | $2.1M |
| 8 | KRINOS FOODS, LLC KRINOS FOODS, LLC AND ATHENS FOODS, INC. 401(K) PLAN | BRONX NY | 234 | $14.1M | $2.0M |
| 9 | LAMPREY HEALTH CARE, INC LAMPREY HEALTH CARE 403(B) PLAN | NEWMARKET NH | 208 | $17.7M | $1.3M |
| 10 | THE KRESGE FOUNDATION THE KRESGE FOUNDATION EMPLOYEE SAVINGS PLAN | TROY MI | 124 | $63.1M | $1.2M |
