Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Parnassus Value Equity Inst Fd in their Schedule of Assets, totaling $472K 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 | HOOKER CREEK COMPANIES, LLC HOOKER CREEK COMPANIES 401(K) RETIREMENT SAVINGS & PROFIT SHARING | BEND OR | 103 | $12.7M | $295K |
| 2 | ENVIRONMENTAL RESTORATION L.L.C. ENVIRONMENTAL RESTORATION 401(K) PROFIT-SHARING PLAN | ST. LOUIS MO | 333 | $26.1M | $136K |
| 3 | ONION RIVER COOPERATIVE DBA CITY MARKET |
BURLINGTON VT |
| 261 |
| $11.5M |
| $41K |