Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Parnassus Core Equity Institutional Mutual fund in their Schedule of Assets, totaling $4.8M 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 | GREATER BOSTON LEGAL SERVICES, INC. GREATER BOSTON LEGAL SERVICES PENSION PLAN | BOSTON MA | 184 | $30.5M | $3.0M |
| 2 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT TAX-SHELTERED ANNUITY PLAN | BOSTON MA | 918 | $43.5M | $530K |
| 3 | MASS PRECISION, INC. |
SAN JOSE CA |
| 358 |
| $23.2M |
| $303K |
| 4 | BANKS CHEVROLET-CADILLAC, LLC BANKS CHEVROLET-CADILLAC 401(K) PROFIT SHARING PLAN | CONCORD NH | 203 | $22.7M | $267K |
| 5 | SEBASTIAN ENTERPRISES, INC. SEBASTIAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | KERMAN CA | 133 | $16.8M | $267K |
| 6 | JDRC MANAGED SERVICES, LLC JDRC MANAGED SERVICES, LLC 401(K) PLAN | CHICAGO IL | 2,769 | $31.2M | $262K |
| 7 | LYNN COMMUNITY HEALTH INC LYNN COMMUNITY HEALTH CENTER RETIREMENT PLAN | LYNN MA | 764 | $11.8M | $166K |
