Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds COHEN & STEERS REALTY SHARES Z in their Schedule of Assets, totaling $107K 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 | QUIGLEY-SIMPSON & HEPPELWHITE, INC. QUIGLEY-SIMPSON & HEPPELWHITE, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 190 | $7.9M | $107K |
