Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Parnassus Core Equity Mutual fund in their Schedule of Assets, totaling $28.1M 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 | GANNETT FLEMING, INC. GANNETT FLEMING, INC. TAX DEFERRED 401(K) SAVINGS PLAN | MECHANICSBURG PA | 5,064 | $830.4M | $24.5M |
| 2 | CHUGACH ALASKA CORPORATION CHUGACH 401(K) PLAN | ANCHORAGE AK | 4,058 | $256.0M | $1.4M |
| 3 | BNIM ARCHITECTS INC. BNIM ARCHITECTS INC. PROFIT SHARING PLAN |
KANSAS CITY MO |
| 75 |
| $17.2M |
| $850K |
| 4 | MIZE CPAS INC. MIZE CPAS INC. 401(K) PLAN | TOPEKA KS | 307 | $36.4M | $571K |
| 5 | BELLWETHER HOUSING BELLWETHER HOUSING RETIREMENT SAVINGS PLAN | SEATTLE WA | 183 | $9.2M | $299K |
| 6 | CHUGACH ALASKA CORPORATION CHUGACH SAFE HARBOR 401(K) PLAN | ANCHORAGE AK | 231 | $15.1M | $209K |
| 7 | HIGHSPOT, INC. HIGHSPOT, INC. 401(K) PLAN | SEATTLE WA | 475 | $55.9M | $172K |
| 8 | CHEMUNG CANAL TRUST COMPANY CHEMUNG CANAL TRUST COMPANY PROFIT SHARING SAVINGS & INVESTMENT PLAN | ELMIRA NY | 342 | $64.3M | $38K |
| 9 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $35K |
| 10 | PACIFIC SCIENCE CENTER PACIFIC SCIENCE CENTER RETIREMENT PLAN | SEATTLE WA | 162 | $6.6M | $16K |
