Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Parnassus Investments Parnassus Core Equity Inst in their Schedule of Assets, totaling $89.2M 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 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN | SACRAMENTO CA | 59,303 | $7.6B | $79.2M |
| 2 | SUTTER HEALTH SUTTER HEALTH RETIREMENT INCOME PLAN | SACRAMENTO CA | 13,396 | $864.9M | $3.8M |
| 3 | BANK STREET COLLEGE OF EDUCATION BANK STREET COLLEGE OF EDUCATION DEFINED CONTRIBUTION PLAN |
NEW YORK NY |
| 572 |
| $168.0M |
| $3.5M |
| 4 | INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS IN | 2,971 | $480.6M | $2.3M |
| 5 | KOOPS, INC. KOOPS INC. 401(K) PLAN | HOLLAND MI | 311 | $21.9M | $316K |
| 6 | SUTTER VNA AND HOSPICE SUTTER VNA AND HOSPICE RETIREMENT PLAN | SACRAMENTO CA | 13 | $2.7M | $132K |
| 7 | THE CEDARS OF MARIN THE CEDARS OF MARIN 403(B) DC PLAN | ROSS CA | 88 | $8.2M | $33K |
| 8 | SYMPHONY RISK ENTERPRISES, LLC SYMPHONY RISK SOLUTIONS 401(K) PLAN | RICHARDSON TX | 116 | $12.0M | $18K |
