Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Parnassus Mid-Cap Fund Mutual Fund in their Schedule of Assets, totaling $84.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ERNST & YOUNG U.S. LLP ERNST & YOUNG RETIREMENT SAVINGS PLAN | SECAUCUS NJ | 55,849 | $18.3B | $83.2M |
| 2 | EZE CASTLE INTEGRATION, INC. EZE CASTLE INTEGRATION 401(K) PLAN | BOSTON MA | 266 | $49.0M | $376K |
| 3 | JBP, LLC DBA SILVER STATE INTERNATIONAL TRUCKS SILVER STATE INTERNATIONAL TRUCKS 401(K) PROFIT SHARING PLAN |
SPARKS NV |
| 144 |
| $13.1M |
| $255K |
| 4 | EMPLIFI INC. EMPLIFI INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 116 | $17.0M | $95K |
| 5 | ARMSTRONG GARDEN CENTERS, INC. ARMSTRONG GARDEN CENTERS, INC. 401(K) PLAN | GLENDORA CA | 1,267 | $27.3M | $64K |
| 6 | LEGITSCRIPT, LLC LEGITSCRIPT 401(K) PROFIT SHARING PLAN | PORTLAND OR | 218 | $14.2M | $46K |
| 7 | JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND JEWISH COMMUNITY FEDERATION 403(B) PLAN | SAN FRANCISCO CA | 102 | $15.7M | $39K |
| 8 | JOBS FOR THE FUTURE, INC. JOBS FOR THE FUTURE, INC. RETIREMENT PLAN | BOSTON MA | 166 | $49.9M | $28K |
| 9 | CUSTOM COMMODITIES, INC. CUSTOM COMMODITIES 401K PLAN | GILMER TX | 280 | $4.4M | $25K |
| 10 | DFT INC. DFT INC. 401(K) PLAN | RIVERSIDE CA | 542 | $6.5M | $17K |
