Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Parnassus Value Equity Fund Mutual fund in their Schedule of Assets, totaling $3.8M 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 | VERITABLE VEGETABLE, INC. VERITABLE VEGETABLE 401(K) PLAN | SAN FRANCISCO CA | 84 | $13.6M | $3.2M |
| 2 | EZE CASTLE INTEGRATION, INC. EZE CASTLE INTEGRATION 401(K) PLAN | BOSTON MA | 266 | $49.0M | $332K |
| 3 | DES ARCHITECTS + ENGINEERS DES ARCHITECTS + ENGINEERS 401(K) PROFIT SHARING PLAN |
REDWOOD CITY CA |
| 67 |
| $59.6M |
| $149K |
| 4 | LEGITSCRIPT, LLC LEGITSCRIPT 401(K) PROFIT SHARING PLAN | PORTLAND OR | 218 | $14.2M | $61K |
| 5 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $45K |
| 6 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $6K |
| 7 | SKYBOUND, LLC SKYBOUND 401(K) PLAN | LOS ANGELES CA | 124 | $6.4M | $4K |