Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Parnassus Parnassus Core Equity Institutional # in their Schedule of Assets, totaling $18.4M 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 | NATURAL RESOURCES DEFENSE COUNCIL, INC. NATURAL RESOURCES DEFENSE COUNCIL TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 656 | $226.2M | $10.4M |
| 2 | MARYLAND INSTITUTE COLLEGE OF ART MARYLAND INSTITUTE COLLEGE OF ART DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | BALTIMORE MD | 400 | $119.9M | $3.5M |
| 3 | DRURY UNIVERSITY |
SPRINGFIELD MO |
| 793 |
| $82.3M |
| $1.3M |
| 4 | TCS EDUCATION SYSTEM THE COMMUNITY SOLUTION 403(B) PLAN | CHICAGO IL | 1,267 | $128.9M | $923K |
| 5 | EMERSON SCHOOL EMERSON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | ANN ARBOR MI | 92 | $18.9M | $647K |
| 6 | NATIONAL ACADEMY OF SCIENCES NAS PRIMARY RETIREMENT PLAN | WASHINGTON DC | 1,202 | $398.2M | $593K |
| 7 | YELED VYALDA E.C.C., INC. YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN | BROOKLYN NY | 525 | $12.6M | $559K |
| 8 | CAPE HENRY COLLEGIATE SCHOOL CAPE HENRY COLLEGIATE RETIREMENT PLAN | VIRGINIA BEACH VA | 178 | $32.6M | $237K |
| 9 | NATIONAL ACADEMY OF SCIENCES NAS SALARY REDUCTION CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 1,280 | $359.9M | $103K |
| 10 | OLINK PROTEOMICS INC OLINK PROTEOMICS INC 401(K) PROFIT SHARING PLAN & TRUST | WALTHAM MA | 153 | $10.0M | $72K |
