Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Parnassus Parnassus Core Equity Investor in their Schedule of Assets, totaling $5.4M 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 | TRIMEDX HOLDINGS, LLC TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | INDIANAPOLIS IN | 3,016 | $244.6M | $2.6M |
| 2 | PEAKSWARE HOLDINGS LLC PEAKSWARE HOLDINGS LLC 401(K) PLAN | LOUISVILLE CO | 251 | $32.5M | $1.5M |
| 3 | THE DESERT BOTANICAL GARDEN, INC. THE DESERT BOTANICAL GARDEN, INC. 401(K) PLAN |
PHOENIX AZ |
| 146 |
| $15.5M |
| $637K |
| 4 | ALTAONE FEDERAL CREDIT UNION ALTAONE FEDERAL CREDIT UNION 401(K) PLAN | RIDGECREST CA | 186 | $10.7M | $230K |
| 5 | FRESHFIELDS US LLP FRESHFIELDS US LLP 401(K) SAVINGS PLAN | NEW YORK NY | 772 | $114.8M | $199K |
| 6 | THOMAS CONCRETE INDUSTRIES, INC. THOMAS CONCRETE, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,371 | $53.0M | $149K |
| 7 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $26K |
| 8 | BMT AEROSPACE USA, INC. BMT AEROSPACE USA, INC. EMPLOYEE'S 401(K) PLAN | FRASER MI | 153 | $13.2M | $12K |
