Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parnassus Parnassus Mid-Cap - in their Schedule of Assets, totaling $270K 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 | UNGER ENTERPRISES, LLC UNGER 401K & PROFIT SHARING PLAN | BRIDGEPORT CT | 135 | $12.9M | $94K |
| 2 | CHARTER BROKERAGE, LLC CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN | NORWALK CT | 168 | $31.4M | $93K |
| 3 | MCGILL, POWER, BELL & ASSOCIATES, LLP MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN |
MEADVILLE PA |
| 117 |
| $11.9M |
| $77K |
| 4 | ENI-JR286, INC. ENI-JR286 INC. 401(K) PLAN | TORRANCE CA | 179 | $19.0M | $6K |
