Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parnassus Value Equity Institutional Mutual fund in their Schedule of Assets, totaling $647K 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 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $489K |
| 2 | JONATHAN CLUB JONATHAN CLUB 401(K) PLAN | LOS ANGELES CA | 246 | $18.3M | $136K |
| 3 | ONE PLANET GROUP, LLC ONE PLANET GROUP, LLC 401(K) PLAN |
WALNUT CREEK CA |
| 80 |
| $23.5M |
| $14K |
| 4 | SPRINGWELL, INC. SPRINGWELL RETIREMENT PLAN | WALTHAM MA | 261 | $14.7M | $7K |
