Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Parnassus Value Equity Institutional " in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HILLSPIRE, LLC HILLSPIRE, LLC RETIREMENT SAVINGS PLAN | PALO ALTO CA | 692 | $94.1M | $884K |
| 2 | HOWARD/STEIN-HUDSON ASSOCIATES, INC HOWARD STEIN HUDSON 401(K) PLAN | BOSTON MA | 96 | $16.4M | $213K |
| 3 | NAVIAN CAPITAL, LLC NAVIAN CAPITAL, LLC 401(K) P/S PLAN |
CINCINNATI OH |
| 66 |
| $6.2M |
| $47K |
