Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Parnassus Mid Cap 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLASTIC TRIM INTERNATIONAL, INC. PLASTIC TRIM INTERNATIONAL, INC. 401(K) PLAN | WIXOM MI | 354 | $15.8M | $405K |
| 2 | HEAR.COM HEAR.COM 401(K) PLAN | CORAL GABLES FL | 307 | $6.2M | $204K |
| 3 | LEGAL ACTION OF WISCONSIN, INC. LEGAL ACTION OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN |
MILWAUKEE WI |
| 127 |
| $8.0M |
| $182K |
| 4 | ALLIANCE DUTY FREE, LLC DUFRY PUERTO RICO RETIREMENT PLAN | CAROLINA PR | 107 | $3.9M | $162K |
| 5 | STEIN GARDEN CENTERS, INC. STEIN GARDEN CENTERS, INC. 401(K) PLAN | MILWAUKEE WI | 236 | $15.3M | $139K |
| 6 | IVAN WARE & SON INC. IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 173 | $32.4M | $119K |
| 7 | K.T.G. (USA) LP K.T.G., USA SALARY EMPLOYEES 401(K) PLAN | MEMPHIS TN | 120 | $21.9M | $35K |
| 8 | PAC-TECH INTERNATIONAL, INC. PTI RETIREMENT PLAN | CAROLINA PR | 236 | $2.3M | $21K |
| 9 | IDEAGEN, INCORPORATED IDEAGEN INCORPORATED 401(K) PLAN | RESTON VA | 292 | $25.0M | $10K |
| 10 | JOHN BALL ZOO JOHN BALL ZOO 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 141 | $8.2M | $8K |
