Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen & Steers Cohen & Steers I Realty Sh Fd in their Schedule of Assets, totaling $592K 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 | PLAINS COMMERCE BANK PLAINS COMMERCE BANK RETIREMENT PLAN | SIOUX FALLS SD | 447 | $37.8M | $312K |
| 2 | KPRS CONSTRUCTION KPRS 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 330 | $31.4M | $186K |
| 3 | ARETUM, LLC ARETUM, LLC 401(K) PLAN | BETHESDA |
| 491 |
| $35.0M |
| $40K |
| 4 | ODYSSEY MANAGEMENT SERVICES, INC. OMS 401(K) PLAN | HANOVER NH | 107 | $7.5M | $20K |
| 5 | RED DOT CORPORATION RED DOT CORPORATION 401(K) PLAN | PUYALLUP WA | 352 | $20.5M | $20K |
| 6 | NOODLE PARTNERS, PBC (DBA NOODLE) NOODLE PARTNERS, PBC (DBA NOODLE) 401(K) PLAN | NEW YORK NY | 260 | $15.4M | $11K |
| 7 | L. FISHMAN & SON, INC. L. FISHMAN & SON, INC. 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 259 | $20.3M | $3K |
