Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Parnassus Core Equity Institutional Fund " in their Schedule of Assets, totaling $52.6M 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 | SOUTHCOAST HOSPITALS GROUP, INC. SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN | NEW BEDFORD MA | 8,109 | $1.1B | $28.7M |
| 2 | ARCADIS U.S., INC. ARCADIS U.S., INC. RETIREMENT SAVINGS PLAN | HIGHLANDS RANCH CO | 7,359 | $2.3B | $13.9M |
| 3 | BHS MANAGEMENT SERVICES INC. BHS PARTNERSHIP 403B PENSION PLAN |
PITTSFIELD MA |
| 4,276 |
| $693.6M |
| $5.1M |
| 4 | R.C. BIGELOW, INC. BIGELOW TEA EMPLOYEES 401(K) PLAN | FAIRFIELD CT | 444 | $74.6M | $2.3M |
| 5 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 638 | $242.4M | $1.3M |
| 6 | SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON WI | 206 | $110.1M | $420K |
| 7 | THE RUSSIAN SCHOOL OF MATHEMATICS THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN | NEWTON MA | 749 | $30.8M | $290K |
| 8 | OXFAM AMERICA, INC. OXFAM AMERICA 403(B) PLAN | BOSTON MA | 227 | $22.8M | $208K |
| 9 | CAPITAL SQUARE REALTY ADVISORS, LLC DBA CAPITAL SQUARE CAPITAL SQUARE 401(K) PLAN | GLEN ALLEN VA | 342 | $8.4M | $154K |
| 10 | ZENO MANAGEMENT, INC. ZENO MANAGEMENT, INC. 401(K) PLAN | SAN DIEGO CA | 106 | $25.0M | $96K |
