Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Parnassus Value Equity Institutional Registered Investment Company in their Schedule of Assets, totaling $452K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAKESIDE CAPITAL GROUP MANAGEMENT, LLC LAKESIDE CAPITAL GROUP MANAGEMENT, LLC 401(K) PLAN | COEUR DALENE ID | 216 | $8.1M | $266K |
| 2 | REMITLY, INC. REMITLY, INC. 401(K) PLAN | SEATTLE WA | 792 | $57.1M | $186K |
