Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Parnassus Investments Parnassus Core Equity Fund Institutional Shares in their Schedule of Assets, totaling $4.2M 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 | THE CALIFORNIA ENDOWMENT THE CALIFORNIA ENDOWMENT 401(K) | LOS ANGELES CA | 155 | $63.3M | $2.7M |
| 2 | ROOM & BOARD, INC. ROOM & BOARD 401(K) PLAN | MINNEAPOLIS MN | 1,051 | $157.2M | $1.4M |
| 3 | 2U, INC. 2U, INC. 401(K) RETIREMENT PLAN | LANHAM |
| 1,385 |
| $195.2M |
| $75K |
