Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Parnassus Endeavor Fund Investor Shares in their Schedule of Assets, totaling $228K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CD PEO PLUS, LLC PEOPLE PREMIER 401(K) RETIREMENT PLAN | CLEARWATER FL | 272 | $4.0M | $228K |
