Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Parnassus Parnassus Core Eq IS N/R in their Schedule of Assets, totaling $27.4M 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 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN | NEW HAVEN CT | 22,243 | $2.3B | $15.2M |
| 2 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX-EXEMPT AFFLILIATES RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 22,243 | $1.1B | $4.4M |
| 3 | BRIDGEPORT HOSPITAL |
BRIDGEPORT CT |
| 4,413 |
| $286.6M |
| $2.4M |
| 4 | BRIDGEPORT HOSPITAL BRIDGEPORT HOSPITAL EMPLOYER CONTRIBUTION RETIREMENT PLAN | BRIDGEPORT CT | 4,305 | $253.8M | $1.6M |
| 5 | GREENWICH HOSPITAL GREENWICH HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN | GREENWICH CT | 2,279 | $242.3M | $1.3M |
| 6 | LAWRENCE & MEMORIAL HOSPITAL LAWRENCE & MEMORIAL HOSPITAL 401(K) PLAN | NEW LONDON CT | 4,346 | $369.4M | $1.2M |
| 7 | GREENWICH HOSPITAL GREENWICH HOSPITAL RETIREMENT AND SAVINGS PLAN | NEW HAVEN CT | 2,233 | $156.7M | $741K |
| 8 | AMSIVE, LLC AMSIVE LLC 401(K) PLAN | BOLINGBROOK IL | 634 | $65.8M | $307K |
| 9 | CORPORATE PROFESSIONAL BUSINESS SERVICES INC. CORPORATE PROFESSIONAL BUSINESS SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 91 | $35.9M | $283K |
