Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parnassus Parnassus Core Eq Inv in their Schedule of Assets, totaling $12.4M 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 | CARE, INC. CARE RETIREMENT SAVINGS PLAN | ATLANTA GA | 423 | $115.5M | $9.1M |
| 2 | CORPORATE GROUP, INC. CORPORATE GROUP, INC. 401(K) PLAN | MILWAUKEE WI | 235 | $21.7M | $2.2M |
| 3 | PETER CREMER NORTH AMERICA, LP PETER CREMER NORTH AMERICA, LP 401(K) PLAN |
CINCINNATI OH |
| 321 |
| $21.3M |
| $676K |
| 4 | COMMUNITY RESEARCH FOUNDATION COMMUNITY RESEARCH FOUNDATION RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 965 | $39.3M | $507K |