Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Parnassus Core Equity Institutional in their Schedule of Assets, totaling $51.0M 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 | BIO-RAD LABORATORIES, INC. BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | HERCULES CA | 3,365 | $1.1B | $35.9M |
| 2 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $6.5M |
| 3 | MARINER INVESTMENT GROUP, LLC |
HARRISON NY |
| 128 |
| $34.0M |
| $2.5M |
| 4 | GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP ASSOC OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO MEP | COLUMBUS OH | 2,140 | $480.4M | $2.0M |
| 5 | OLEAN GENERAL HOSPITAL BRADFORD HOSPITAL RETIREMENT PLAN | OLEAN NY | 124 | $24.8M | $1.6M |
| 6 | HARVARD MANAGEMENT COMPANY INC. HARVARD MANAGEMENT COMPANY INC. PENSION PLAN | BOSTON MA | 102 | $58.2M | $658K |
| 7 | NASSCO, INC. NASSCO, INC. PROFIT SHARING AND 401(K) PLAN | NEW BERLIN WI | 165 | $24.8M | $490K |
| 8 | CAMPOS HOLDING COMPANY LLC CAMPOS HOLDING COMPANY LLC RETIREMENT SAVINGS PLAN | DENVER CO | 544 | $36.2M | $468K |
| 9 | WOODRUFF SAWYER & CO. WOODRUFF-SAWYER & CO. PROFIT-SHARING AND PRE-TAX SAVINGS PLAN | SAN FRANCISCO CA | 639 | $149.9M | $353K |
| 10 | PULMONARY ASSOCIATES OF RICHMOND, INC. PULMONARY ASSOCIATES OF RICHMOND, INC. PROFIT SHARING PLAN | RICHMOND VA | 246 | $51.2M | $246K |
