PARNASSUS
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12Rank #1182 of mapped providers
Assets under administration$12.1B0.0%Market share · rank #1045
Fees received$3MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PARNASSUS plan look like?
Service mix · median fees per plan
Count of plans where PARNASSUS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Shareholder servicing feesCode 28 | 9 | $0 | |
Investment management fees paid indirectly by planCode 52 | 2 | $0 | |
Trustee (directed); Other services; Distribution (12b-1) fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Direct payment from the plan; Shareholder servicing fees; Investment advisory (plan); Trustee (bank, trust company, or similar financial institution); Redemption fees; Recordkeeping fees; Float revenue; Participant loan processing; Investment management fees paid indirectly by plan; Investment managementCode 15 | 1 | $0 |
Competitor overlap
Percent of PARNASSUS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PARNASSUS.
| Sponsor | From | Assets |
|---|---|---|
TYSON FOODS, INC.AR · 710225165-004 | NORTHWEST PLAN SERVICES, INC. | $3.7B |
Plans lost in 2024
Appeared last year under PARNASSUS; not this year.
| Sponsor | To | Assets |
|---|---|---|
PHA AMERICA INCAL · 273279619-001 | ALLSPRING | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | $4.6B | 121,234 | $873,641 | 10y | - |
TYSON FOODS, INC.AR · 710225165-004 | $3.7B | 128,426 | $799,086 | 1y | 1 |
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | $3.6B | 19,523 | $1M | 9y | - |
HANNON ARMSTRONG CAPITAL LLCMD · 542022685-001 | $35M | 220 | $0 | 2y | 1 |
ASSOC OF THE UNITED STATES ARMY INCVA · 530193361-002 | $25M | 136 | $0 | 5y | - |
OLEAN GENERAL HOSPITALNY · 160743102-003 | $25M | 710 | $0 | 8y | - |
OLEAN GENERAL HOSPITALNY · 160743102-001 | $20M | 809 | $0 | 7y | - |
CORPORATE MAILINGS INCNJ · 221822024-001 | $14M | 278 | $0 | 7y | 1 |
COMMUNITY RESOURCES FOR INDEPENDENCE, INC.PA · 251640170-001 | $12M | 461 | $0 | 9y | 1 |
MCGILL, POWER, BELL & ASSOCIATES, LLPPA · 251031405-001 | $12M | 141 | $0 | 3y | 1 |
Flag exposure
83.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into PARNASSUS.
- PARMASSUS
- PARNASSUS
- PARNASSUS CORE EQUITY
- PARNASSUS FUNDS
- PARNASSUS INCOME FUNDS
- PARNASSUS INVESTMENTS
- PARNASSUS INVESTMENTS INC
- PARNASSUS INVESTMENTS LLC
- PARNASSUS WORKPLACE
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PARNASSUS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 8.33% | 7.76% | +0.57 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 41.67% | 1.76% | +39.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PARNASSUS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent