Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Parnassus Parnassus Core Equity Inst in their Schedule of Assets, totaling $13.1M 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 | THE AMERICAN LAW INSTITUTE THE AMERICAN LAW INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 55 | $40.9M | $1.9M |
| 2 | AKRF, INC. AKRF, INC. PROFIT SHARING PLAN AND 401(K) PLAN | NEW YORK NY | 395 | $101.6M | $1.8M |
| 3 | HELEN KELLER INTERNATIONAL, INC. |
NEW YORK NY |
| 117 |
| $34.5M |
| $1.1M |
| 4 | CENTRAL SERVICE CORPORATION THE CENTRAL SERVICE CORPORATION THRIFT INCENTIVE SAVINGS PLAN | ENID OK | 346 | $38.6M | $1.0M |
| 5 | NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHFIELD VT | 1,016 | $175.8M | $992K |
| 6 | GDS ASSOCIATES, INC. GDS ASSOCIATES, INC. 401(K) PROFIT SHARING & SALARY DEFERRAL PLAN | MARIETTA GA | 186 | $83.7M | $891K |
| 7 | BSWIFT LLC BSWIFT LLC 401(K) PLAN | CHICAGO IL | 1,170 | $73.0M | $870K |
| 8 | UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLAN | MEMPHIS TN | 449 | $34.5M | $844K |
| 9 | CALIFORNIA LUTHERAN UNIVERSITY CALIFORNIA LUTHERAN UNIVERSITY EMPLOYEE RETIREMENT PLAN | THOUSAND OAKS CA | 593 | $160.9M | $819K |
| 10 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL MN | 438 | $167.3M | $752K |
