Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Parnassus Core Equity I Fund " in their Schedule of Assets, totaling $29.2M 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 | MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION | EAST LANSING MI | 1,444 | $177.2M | $16.3M |
| 2 | HABITAT FOR HUMANITY INTERNATIONAL, INC. HABITAT FOR HUMANITY 403(B) PLAN | AMERICUS GA | 653 | $94.1M | $6.0M |
| 3 | PORTER PIPE & SUPPLY CO. |
ADDISON IL |
| 350 |
| $28.5M |
| $2.1M |
| 4 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $1.1M |
| 5 | JAMESTOWN S'KLALLAM TRIBE JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN | SEQUIM WA | 423 | $34.5M | $735K |
| 6 | VAN HORN AUTOMOTIVE GROUP, INC. VAN HORN AUTOMOTIVE GROUP 401(K) PLAN | PLYMOUTH WI | 690 | $27.0M | $685K |
| 7 | WISCONSIN BUILT, INC. WISCONSIN BUILT 401(K) SAVINGS PLAN | DEERFIELD WI | 175 | $14.6M | $583K |
| 8 | R.V. KUHNS & ASSOCIATES, INC. DBA RVK, INC. RVK, INC. RETIREMENT SAVINGS PLAN | PORTLAND OR | 143 | $32.7M | $561K |
| 9 | ARDAN, INC THE ARDAN COMMUNITY OF COMPANIES 401K AND PROFIT SHARING PLAN | MAITLAND FL | 499 | $50.5M | $282K |
| 10 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $251K |
