Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parnassus Core Equity- Inst Mutual funds *** - in their Schedule of Assets, totaling $12.2M 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 | MASSACHUSETTS MEDICAL SOCIETY THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 448 | $173.5M | $11.1M |
| 2 | EUROMARKET DESIGNS, INC. D.B.A. CRATE & BARREL, CB2, AND HUDSON GRACE CRATE & BARREL HOLDINGS, INC. RETIREMENT SAVINGS PLAN | NORTHBROOK IL | 7,357 | $343.4M | $696K |
| 3 | SARTORIUS STEDIM FILTERS, INC. |
YAUCO PR |
| 899 |
| $13.1M |
| $465K |
| 4 | VSMPO-TIRUS US VSMPO-TIRUS US 401(K) PROFIT SHARING PLAN | LEETSDALE PA | 69 | $14.2M | $1K |
