Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parnassus Mid-Cap in their Schedule of Assets, totaling $1.1M 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 | FMR LLC FIDELITY RETIREMENT SAVINGS PLAN | BOSTON MA | 68,838 | $34.2B | $571K |
| 2 | LOUISA FOOD PRODUCTS, INC. LOUISA FOOD PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ST. LOUIS MO | 180 | $18.7M | $342K |
| 3 | CPC, LLC CPC, LLC 401(K) PROFIT SHARING PLAN & TRUST |
BETHEL CT |
| 355 |
| $6.0M |
| $129K |
| 4 | CARDINAL POINT CAPTAINS, INC. CPC RETIREMENT PLAN | SAN DIEGO CA | 135 | $5.0M | $23K |