Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Parnassus Value Equity Fund " in their Schedule of Assets, totaling $9.1M 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 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN | CHICAGO IL | 670 | $226.3M | $7.5M |
| 2 | THE NEIGHBORHOOD RECYCLING CORPORATION DBA EUREKA! RECYCLING THE NEIGHBORHOOD RECYCLING CORPORATION 403(B) PLAN | MINNEAPOLIS MN | 131 | $4.3M | $993K |
| 3 | DEGREED, INC. DEGREED, INC. 401(K) PLAN |
DRAPER UT |
| 224 |
| $37.3M |
| $364K |
| 4 | HANNON ARMSTRONG CAPITAL LLC HANNON ARMSTRONG CAPITAL LLC 401K PLAN | ANNAPOLIS MD | 158 | $34.5M | $137K |
| 5 | SKYSPECS, INC. SKYSPECS 401(K) PLAN | ANN ARBOR MI | 148 | $7.3M | $74K |
| 6 | KY PPEC, INC. DBA THE KIDZ CLUB THE KIDZ CLUB 401(K) PLAN | LOUISVILLE KY | 279 | $7.0M | $29K |
| 7 | NEW ENGLAND AQUARIUM NEW ENGLAND AQUARIUM 403(B) RETIREMENT PLAN | BOSTON MA | 290 | $10.1M | $24K |
| 8 | COMMENTSOLD, LLC COMMENTSOLD, LLC 401(K) PLAN | SANTA MONICA CA | 63 | $6.1M | $12K |
| 9 | PACIFIC PARKS LANDSCAPING INC PACIFIC PARKS LANDSCAPING 401K AND PROFIT SHARING PLAN | AUBURN CA | 232 | $5.4M | $6K |
