Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Cohen & Steers C&S Realty Shares Z in their Schedule of Assets, totaling $627K 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 | AMERICAN INTERIORS, INC. AMERICAN INTERIORS 401(K) RETIREMENT PLAN | TOLEDO OH | 233 | $13.3M | $120K |
| 2 | GESA CREDIT UNION GESA CREDIT UNION 401(K) PLAN AND TRUST | RICHLAND WA | 831 | $41.1M | $88K |
| 3 | ISCAR METALS, INC. ISCAR METALS 401(K) PLAN |
ARLINGTON TX |
| 368 |
| $69.6M |
| $88K |
| 4 | ANDREWS FEDERAL CREDIT UNION ANDREWS FEDERAL CREDIT UNION 401(K) PLAN | SUITLAND MD | 341 | $31.7M | $81K |
| 5 | AGILOFT, INC. AGILOFT, INC. 401(K) PLAN | REDWOOD CITY CA | 236 | $11.5M | $67K |
| 6 | ROA MANAGEMENT HOLDING, LLC REAGAN OUTDOOR ADVERTISING PROFIT SHARING 401(K) PLAN | SALT LAKE CITY UT | 157 | $13.9M | $38K |
| 7 | LENSAR, INC. LENSAR, INC. 401(K) PLAN | ORLANDO FL | 140 | $14.1M | $36K |
| 8 | JUPITERONE, INC. JUPITERONE RETIREMENT PLAN | DURHAM NC | 46 | $5.3M | $33K |
| 9 | CEREBRAL, INC. CEREBRAL INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | CLAYMONT DE | 204 | $7.2M | $26K |
| 10 | FAMILY HEALTH CENTER OF MARSHFIELD, INC. FAMILY HEALTH CENTER OF MARSHFIELD, INC. RETIREMENT PLAN | MARSHFIELD WI | 416 | $39.6M | $17K |
