Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding C&S Inst realty SHS in their Schedule of Assets, totaling $9.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MATSON, INC. MATSON, INC. MASTER TRUST | WALNUT CREEK CA | — | $392.5M | $6.2M |
| 2 | DAVIS POLK & WARDWELL LLP DAVIS POLK & WARDWELL MASTER TRUST | NEW YORK NY | — | $1.2B | $2.0M |
| 3 | EXETER FINANCE LLC EXETER FINANCE LLC 401(K) PROFIT SHARING PLAN |
IRVING TX |
| 1,819 |
| $86.3M |
| $358K |
| 4 | ALTORFER INC. ALTORFER RETIREMENT PLAN | CEDAR RAPIDS IA | 936 | $162.8M | $305K |
| 5 | NC EMPLOYMENT GROUP, INC. NEAL COMMUNITIES 401(K) PLAN | SARASOTA FL | 344 | $37.0M | $149K |
| 6 | BENJAMIN STEEL COMPANY BENJAMIN STEEL COMPANY, INC. PROFIT SHARING PLAN/401(K) | SPRINGFIELD OH | 206 | $22.5M | $112K |
| 7 | ENDOCRINOLOGY CONSULTANTS OF EAST TENNESSEE, PLLC ENDOCRINOLOGY CONSULTANTS OF EAST TENNESSEE 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 127 | $20.4M | $111K |
| 8 | REDWOOD SOFTWARE, INC. REDWOOD SOFTWARE, INC. 401(K) PLAN | MORRISVILLE NC | 262 | $24.6M | $55K |
| 9 | GULF AIR GROUP, INC. GULF AIR GROUP, INC. 401(K) RETIREMENT PLAN | CRESTVIEW FL | 119 | $25.6M | $52K |
| 10 | ALTORFER INC. ALTORFER INC. EMPLOYEES SAVINGS PLAN | CEDAR RAPIDS IA | 210 | $27.9M | $42K |
