Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Realty Sh in their Schedule of Assets, totaling $1.3M 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 | AUGUST SCHELL ENTERPRISES AUGUST SCHELL ENTERPRISES 401K PLAN AND TRUST | ROCKVILLE MD | 115 | $13.3M | $684K |
| 2 | SITEWORX LLC DBA SHIFT7 DIGITAL SHIFT7 DIGITAL 401(K) PLAN | CHICAGO IL | 122 | $8.5M | $388K |
| 3 | MILLER TRANSPORTATION, INC. MILLER TRANSPORTATION 401(K) PLAN AND TRUST |
LOUISVILLE KY |
| 530 |
| $7.3M |
| $189K |
