Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Parnassus Core Equity Inst Mutual fund in their Schedule of Assets, totaling $16.9M 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 | BRADLEY UNIVERSITY BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN | PEORIA IL | 824 | $365.7M | $4.0M |
| 2 | GLOBALFOUNDRIES U.S. INC. GLOBALFOUNDRIES U.S. INC. 401(K) PLAN | SANTA CLARA CA | 4,786 | $1.2B | $3.3M |
| 3 | CCOF, INC. CCOF 401(K) |
| 187 |
| $13.0M |
| $2.3M |
| 4 | THE FENN SCHOOL INC. THE FENN SCHOOL TDA AND RETIREMENT PLAN | CONCORD MA | 102 | $42.0M | $742K |
| 5 | INSTITUTE ON AGING INSTITUTE ON AGING 403(B) PLAN | SAN FRANCISCO CA | 885 | $15.5M | $676K |
| 6 | SURPLUS LINE ASSOCIATION OF CALIFORNIA SURPLUS LINE ASSOCIATION SAVINGS PLAN | SAN RAMON CA | 177 | $19.2M | $633K |
| 7 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT PENSION PLAN | BOSTON MA | 775 | $58.2M | $623K |
| 8 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $620K |
| 9 | OPPORTUNITY ALLIANCE OPPORTUNITY ALLIANCE 403(B) PLAN | SOUTH PORTLAND ME | 465 | $17.0M | $559K |
| 10 | SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY ID | 144 | $28.2M | $510K |
