Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Parnassus Core Equity Instl - in their Schedule of Assets, totaling $38.2M 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 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY 403(B) PLAN | ATLANTA GA | 2,783 | $425.5M | $26.5M |
| 2 | AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC. AMERICAN CANCER SOCIETY CANCER ACTION NETWORK 401(K) PLAN | WASHINGTON DC | 203 | $37.5M | $3.0M |
| 3 | SSI (U.S.) INC. DBA SPENCER STUART |
CHICAGO IL |
| 1,046 |
| $568.4M |
| $3.0M |
| 4 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $2.1M |
| 5 | MUSEUM ASSOCIATES D/B/A LOS ANGELES COUNTY MUSEUM OF ART MUSEUM ASSOCIATES D/B/A LOS ANGELES COUNTY MUSEUM OF ART 403(B) PLAN | LOS ANGELES CA | 464 | $30.1M | $1.2M |
| 6 | TEX-TECH INDUSTRIES, INC. TEX-TECH INDUSTRIES INVESTMENT PLAN | NORTH MONMOUTH ME | 363 | $17.7M | $841K |
| 7 | NEMERA BUFFALO GROVE LLC NEMERA 401(K) PLAN | BUFFALO GROVE IL | 581 | $49.8M | $535K |
| 8 | ACE HOTEL GROUP, LLC ACE HOTEL GROUP 401(K) PLAN | NEW YORK NY | 219 | $10.7M | $310K |
| 9 | MUSEUM ASSOCIATES D/B/A LOS ANGELES COUNTY MUSEUM OF ART MUSEUM ASSOCIATES DBA LOS ANGELES COUNTY MUSEUM OF ART 401(A) PLAN | LOS ANGELES CA | 331 | $13.3M | $306K |
| 10 | PIUS XI CATHOLIC HIGH SCHOOL PIUS XI CATHOLIC HIGH SCHOOL SAVINGS & RETIREMENT PLAN | MILWAUKEE WI | 68 | $4.1M | $159K |
