Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding C&S Realty Shares Z in their Schedule of Assets, totaling $1.4M 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 | AGROPUR INC. AGROPUR INC. 401(K) RETIREMENT SAVINGS PLAN | APPLETON WI | 2,141 | $242.5M | $1.2M |
| 2 | RAVENTEK SOLUTION PARTNERS, LLC RAVENTEK SOLUTION PARTNERS, LLC 401(K) PLAN | HERNDON VA | 255 | $13.2M | $169K |
| 3 | ADVANCED ATOMIZATION TECHNOLOGIES, LLC ADVANCED ATOMIZATION TECHNOLOGIES SAVINGS PLAN |
CLYDE NY |
| 342 |
| $47.2M |
| $55K |
| 4 | REGAL AUTOMOTIVE GROUP, INC. REGAL AUTOMOTIVE GROUP 401(K) PLAN | LAKELAND FL | 338 | $8.0M | $10K |
| 5 | AVG INTERMEDIATE HOLDINGS, LLC AVG 401K PLAN | TAMPA FL | 3,069 | $13.6M | $5K |
| 6 | MOBILEHELP LLC MOBILEHELP LLC 401(K) PLAN | BOCA RATON FL | 131 | $7.9M | $2K |
| 7 | JOHNSON-DAVIS INCORPORATED JOHNSON-DAVIS INCORPORATED SAVINGS & RETIREMENT PLAN | LANTANA FL | 140 | $12.3M | $2K |
