Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Parnassus Core Equity I Fund Mutual fund in their Schedule of Assets, totaling $4.2M 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 | CLIF BAR & COMPANY CLIF BAR & COMPANY RETIREMENT SAVINGS PLAN | EMERYVILLE CA | 1,186 | $194.7M | $3.7M |
| 2 | THE ECHO DESIGN GROUP, INC. THE ECHO DESIGN GROUP, INC. 401(K) PLAN | MOONACHIE NJ | 85 | $32.9M | $432K |