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 Investor Fund in their Schedule of Assets, totaling $1.3M 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 | TENACRE FOUNDATION TENACRE FOUNDATION 401K PLAN | PRINCETON NJ | 150 | $35.6M | $1.1M |
| 2 | COCKRELL INTERESTS LLC COCKRELL INTERESTS THRIFT PLAN | HOUSTON TX | 101 | $30.0M | $220K |
