Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Parnassus Parnassus Value Equity Inst Fd in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RECREATION CENTERS OF SUN CITY WEST INC. RECREATION CENTERS OF SUN CITY WEST RETIREMENT PLAN | SUN CITY WEST AZ | 420 | $13.7M | $1.3M |
| 2 | THE MCKISSACK GROUP, INC. D/B/A MCKISSACK & MCKISSACK MCKISSACK & MCKISSACK 401(K) PLAN | NEW YORK NY | 124 | $8.9M | $715K |
