Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parnassus Value Equity Instl in their Schedule of Assets, totaling $1.6M 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 | THE BENJAMIN SCHOOL THE BENJAMIN SCHOOL DEFINED CONTRIBUTION PLAN | NORTH PALM BEACH FL | 373 | $47.2M | $1.1M |
| 2 | UNIVERSITY SCHOOL OF NASHVILLE UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN | NASHVILLE TN | 215 | $44.5M | $308K |
| 3 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL |
PHILADELPHIA PA |
| 293 |
| $79.1M |
| $92K |
| 4 | SCENIC HUDSON, INC SCENIC HUDSON, INC. 403(B) PLAN | POUGHKEEPSIE NY | 73 | $15.8M | $68K |
