Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Parnassus Parnassus Core Equity Institutional Fund in their Schedule of Assets, totaling $714K 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 | ADVOCATES FOR HUMAN POTENTIAL, INC. ADVOCATES FOR HUMAN POTENTIAL, INC. 401(K) PROFIT SHARING PLAN | SUDBURY MA | 325 | $20.5M | $413K |
| 2 | RW TOWNE REALTY LLC RW TOWNE REALTY 401(K) PLAN | CHESAPEAKE VA | 129 | $12.2M | $300K |