Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PARNASSUS MIDCAP INSTITUTIONAL in their Schedule of Assets, totaling $908K 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 | AVENUES NEW YORK, LLC AVENUES SCHOOLS 401(K) PLAN | MIAMI FL | 445 | $34.3M | $347K |
| 2 | BRITISH SCHOOL OF AMERICA BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 925 | $31.1M | $344K |
| 3 | REDFISH LABS, INC. REDFISH LABS 401(K) PLAN |
SAN FRANCISCO CA |
| 61 |
| $6.4M |
| $101K |
| 4 | VIKING HOLDING COMPANY, LLC VIKING HOLDING COMPANY, LLC 401(K) PLAN | MIAMI FL | 956 | $47.8M | $86K |
| 5 | RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE 401(K) PLAN | NEWTOWN SQUARE PA | 189 | $11.8M | $26K |
| 6 | HEMATOGENIX LABORATORY SERVICES HEMATOGENIX LABORATORY SERVICES, LLC 401(K) PS PLAN & TRUST | TINLEY PARK IL | 123 | $8.6M | $2K |
| 7 | INTELLIPRO GROUP, INC. INTELLIPRO GROUP, INC. 401(K) PLAN | SAN JOSE CA | 543 | $6.0M | $2K |
