Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Parnassus Core Equity Investor in their Schedule of Assets, totaling $4.1M 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 | UNIVERSITY OF LA VERNE UNIVERSITY OF LA VERNE 403(B) RETIREMENT SAVINGS PLAN | LA VERNE CA | 5,575 | $266.2M | $1.1M |
| 2 | MONTE SANO RESEARCH CORPORATION MONTE SANO RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 136 | $35.7M | $1.1M |
| 3 | FORUM ONE COMMUNICATIONS |
AURORA CO |
| 94 |
| $14.6M |
| $672K |
| 4 | VISION33, INC. VISION33 401K PLAN | IRVINE CA | 100 | $12.3M | $419K |
| 5 | DUNWOODY COLLEGE OF TECHNOLOGY DUNWOODY COLLEGE OF TECHNOLOGY EMPLOYEES' SAVINGS PLAN | MINNEAPOLIS MN | 331 | $23.3M | $394K |
| 6 | BIOVENTUS LLC BIOVENTUS 401(K) PLAN | DURHAM NC | 901 | $148.0M | $257K |
| 7 | TANADGUSIX CORPORATION TANADGUSIX CORPORATION 401(K) PLAN AND TRUST | ANCHORAGE AK | 456 | $34.6M | $211K |
| 8 | THE PROVIDENCE COMMUNITY HEALTH CEN THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC | PROVIDENCE RI | 634 | $99.8M | $20K |
