Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Parnassus Value Equity Fund Institutional Shares Mutual fund in their Schedule of Assets, totaling $8.6M 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 | CIMARRON LUMBER AND SUPPLY COMPANY SUTHERLAND LUMBER COMPANY EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 1,620 | $81.8M | $7.2M |
| 2 | OTTAWA BANCSHARES, INC. OTTAWA BANCSHARES, INC. PROFIT SHARING PLAN | SALINA KS | 182 | $27.4M | $1.4M |
