Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding C&S Realty Shares z Mutual fund in their Schedule of Assets, totaling $4.1M 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 | TEXAS CAPITAL BANCSHARES, INC. TEXAS CAPITAL 401(K) PLAN | DALLAS TX | 1,830 | $296.9M | $2.4M |
| 2 | DATASCAN TECHNOLOGIES, LLC DATASCAN RETIREMENT PLAN | ALPHARETTA GA | 424 | $88.9M | $388K |
| 3 | RUSSELL GROUP INC RUSSELL GROUP 401(K) SAVINGS PLAN |
DAVENPORT IA |
| 232 |
| $30.9M |
| $293K |
| 4 | KAMIN LLC KAMIN LLC EMPLOYEE SAVINGS PLAN | MACON GA | 719 | $85.8M | $253K |
| 5 | ADVISOR360 ADVISOR360 401(K) P/S PLAN | WESTON MA | 422 | $96.6M | $181K |
| 6 | BETA GROUP, INC. BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN RI | 163 | $42.2M | $176K |
| 7 | AMPLITUDE, INC. AMPLITUDE, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 562 | $44.5M | $113K |
| 8 | SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES CASCADE FINANCIAL SERVICES 401(K) PLAN | CHANDLER AZ | 278 | $11.6M | $76K |
| 9 | NEWROCKET LLC NEWROCKET LLC 401(K) SAVINGS & INVESTMENT PLAN | VISTA CA | 152 | $16.2M | $52K |
| 10 | KYNETEC USA, INC. KYNETEC USA, INC. 401(K) PLAN | ST. LOUIS MO | 140 | $9.1M | $35K |
