Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parnassus Mid Cap Institutional Mutual Fund in their Schedule of Assets, totaling $7.6M 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 | COMMUNICATIONS TEST DESIGN, INC. COMMUNICATIONS TEST DESIGN, INC. 401(K) PROFIT SHARING PLAN | WEST CHESTER PA | 8,636 | $408.9M | $7.3M |
| 2 | WORLD RESOURCES INSTITUTE WORLD RESOURCES INSTITUTE PENSION PLAN | WASHINGTON DC | 670 | $126.8M | $249K |
| 3 | D & D GEAR, INC. |
ANAHEIM CA |
| 238 |
| $30.6M |
| $76K |
| 4 | DUTCH OPHTHALMIC USA, INC. DUTCH OPHTHALMIC USA, INC./MICROVISION, INC. 401(K) PLAN | EXETER NH | 92 | $6.7M | $7K |
