Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PARNASSUS Value Equity Inst in their Schedule of Assets, totaling $430K 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 | CDP NORTH AMERICA, INC. CDP NA 401(K) PLAN | NEW YORK NY | 92 | $7.4M | $324K |
| 2 | DALLAS CHRISTIAN SCHOOL DALLAS CHRISTIAN SCHOOL 403(B) DC PLAN | MESQUITE TX | 83 | $7.8M | $66K |
| 3 | AAMP OF FLORIDA, INC AAMP GLOBAL 401K PLAN |
| 143 |
| $11.3M |
| $27K |
| 4 | HALVOR LINES, INC. HALVOR LINES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SUPERIOR WI | 670 | $20.9M | $14K |
