Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Parnassus Investments Parnassus Core Equity Institutional in their Schedule of Assets, totaling $619K 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 | PLUMB HOUSE, INC. PLUMB HOUSE, INC. 401(K) RETIREMENT PLAN | MILFORD MA | 142 | $16.8M | $356K |
| 2 | THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG PA | 2,445 | $543.3M | $262K |
