Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parnassus Value Equity Investor Registered investment company in their Schedule of Assets, totaling $3.0M 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 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $2.1M |
| 2 | AUSGAR TECHNOLOGIES, INC. AUSGAR TECHNOLOGIES,INC. 401K PROFIT SHARING PLAN | SAN DIEGO CA | 129 | $22.0M | $345K |
| 3 | LYDIG CONSTRUCTION, INC. |
SPOKANE VALLEY WA |
| 139 |
| $54.2M |
| $340K |
| 4 | VERNIS & BOWLING OF MIAMI, P.A. VERNIS & BOWLING 401(K) PLAN | MIAMI FL | 305 | $22.0M | $155K |
