Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Parnassus Endeavor Institutional in their Schedule of Assets, totaling $5.4M 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 | HALEY & ALDRICH, INC. HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN | BURLINGTON MA | 1,046 | $283.2M | $4.8M |
| 2 | SRF CONSULTING GROUP, INC. SRF CONSULTING, INC. PROFIT SHARING PLAN | MINNEAPOLIS MN | 379 | $90.0M | $577K |
