Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parnassus Endeavor Fund in their Schedule of Assets, totaling $1.2M 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 | NEIGHBORWORKS AMERICA NEIGHBORWORKS AMERICA RETIREMENT PLAN | WASHINGTON DC | 325 | $123.0M | $671K |
| 2 | ACCESS MANAGEMENT SERVICES, LLC (DBA COLORADO ACCESS) ACCESS MANAGEMENT SERVICES, LLC 401(K) RETIREMENT PLAN | AURORA CO | 433 | $37.8M | $230K |
| 3 | TRUSTEES OF THE ST. JOHNSBURY ACADEMY |
SAINT JOHNSBURY VT |
| 224 |
| $41.5M |
| $164K |
| 4 | NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN | GREENSBORO NC | 141 | $6.2M | $87K |
