Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Parnassus Core Equity Inst Parnassus 0 in their Schedule of Assets, totaling $16.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VERMONT ENERGY INVESTMENT CORP. VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 389 | $61.9M | $3.8M |
| 2 | CCOF, INC. CCOF 401(K) | SANTA CRUZ CA | 187 | $13.0M | $2.3M |
| 3 | EVERENCE SERVICES, LLC EVERENCE SERVICES, LLC 401(K) PLAN |
GOSHEN IN |
| 393 |
| $61.4M |
| $1.7M |
| 4 | CANADIAN SOLAR USA INC. CANADIAN SOLAR (USA) 401(K) PLAN | WALNUT CREEK CA | 2,009 | $50.0M | $1.3M |
| 5 | GEORGE, MILES & BUHR LLC GEORGE, MILES & BUHR, LLC 401(K) & PROFIT SHARING PLAN | SALISBURY MD | 115 | $19.8M | $1.2M |
| 6 | LEWIS JOHS AVALLONE AVILES, LLP LEWIS JOHS AVALLONE AVILES RETIREMENT PLAN | ISLANDIA NY | 102 | $30.6M | $1.1M |
| 7 | NORTH RANGE BEHAVIORAL HEALTH NORTH RANGE BEHAVIORAL RETIREMENT PLAN | GREELEY CO | 509 | $20.3M | $811K |
| 8 | PCB BANK PCB BANK 401(K) PLAN | LOS ANGELES CA | 257 | $46.6M | $649K |
| 9 | CURANT INC CURANT INC 401(K) PLAN | SAINT PETERBURG FL | 183 | $17.1M | $530K |
| 10 | BALANCED BODY INC. BALANCED BODY 401(K) PLAN | SACRAMENTO CA | 321 | $18.0M | $490K |
