Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Parnassus Value Equity Inv in their Schedule of Assets, totaling $499K 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 | LEGAL ACTION OF WISCONSIN, INC. LEGAL ACTION OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 127 | $8.0M | $384K |
| 2 | ENVIRONMENTAL INCENTIVES, LLC ENVIRONMENTAL INCENTIVES, LLC 401(K) PLAN | ENCINITAS CA | 109 | $11.6M | $72K |
| 3 | ALLEN CHASE FOUNDATION DBA EAGLEBROOK SCHOOL |
DEERFIELD MA |
| 172 |
| $44.0M |
| $43K |
