Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Parnassus Core Equity IS " in their Schedule of Assets, totaling $13.3M 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 | ALBERT EINSTEIN COLLEGE OF MEDICINE ALBERT EINSTEIN COLLEGE OF MEDICINE 403(B) RETIREMENT INCOME PLAN | BRONX NY | 2,100 | $593.5M | $10.6M |
| 2 | BABSON COLLEGE BABSON COLLEGE RETIREMENT PLAN | BABSON PARK MA | 1,269 | $477.5M | $2.5M |
| 3 | BALLET MAKERS INC. BALLET MAKERS, INC. SALARY REDUCTION 401(K) PLAN |
TOTOWA NJ |
| 121 |
| $12.6M |
| $222K |
