Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Parnassus Parnassus Core Equity I in their Schedule of Assets, totaling $5.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NASDAQ, INC. NASDAQ, INC. 401(K) SAVINGS PLAN | ROCKVILLE MD | 2,388 | $984.3M | $5.4M |
| 2 | NORTH AMERICAN FAMILY INSTITUTE, INC. NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN | STONEHAM MA | 1,421 | $26.5M | $183K |
| 3 | LIPPE TAYLOR, LLC LIPPE TAYLOR, LLC 401(K) PLAN |
NEW YORK NY |
| 152 |
| $15.4M |
| $166K |
