Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding C&S Realty Shares Z in their Schedule of Assets, totaling $236K 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 | RAVENTEK SOLUTION PARTNERS, LLC RAVENTEK SOLUTION PARTNERS, LLC 401(K) PLAN | HERNDON VA | 255 | $13.2M | $169K |
| 2 | ADVANCED ATOMIZATION TECHNOLOGIES, LLC ADVANCED ATOMIZATION TECHNOLOGIES SAVINGS PLAN | CLYDE NY | 342 | $47.2M | $55K |
| 3 | AVG INTERMEDIATE HOLDINGS, LLC |
TAMPA FL |
| 3,069 |
| $13.6M |
| $5K |
| 4 | MOBILEHELP LLC MOBILEHELP LLC 401(K) PLAN | BOCA RATON FL | 131 | $7.9M | $2K |
| 5 | RADIATION BILLING SOLUTIONS, INC. RADIATION BUSINESS SOLUTIONS INC 401K PLAN | JOELTON TN | 152 | $9.3M | $2K |
| 6 | JOHNSON-DAVIS INCORPORATED JOHNSON-DAVIS INCORPORATED SAVINGS & RETIREMENT PLAN | LANTANA FL | 140 | $12.3M | $2K |
