Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Realty Shares - in their Schedule of Assets, totaling $38.0M 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 | DIALYSIS CLINIC, INC. DIALYSIS CLINIC, INC. THRIFT PLAN | NASHVILLE TN | 5,543 | $445.9M | $6.1M |
| 2 | NEW YORK BLOOD CENTER NEW YORK BLOOD CENTER RETIREMENT PLAN | NEW YORK NY | 2,579 | $505.2M | $5.7M |
| 3 | EMCO CHEMICAL DISTRIBUTORS, INC. EMCO CHEMICAL DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN |
PLEASANT PRAIRIE WI |
| 525 |
| $74.7M |
| $3.3M |
| 4 | J. FRANK ASSOCIATES, LLC JOELE FRANK, WILKINSON BRIMMER KATCHER 401(K) PROFIT SHARING PLAN | NEW YORK NY | 232 | $90.4M | $3.1M |
| 5 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $2.4M |
| 6 | GEOENGINEERS, INC. GEOENGINEERS, INC. 401(K) PROFIT SHARING PLAN | REDMOND WA | 425 | $89.2M | $2.4M |
| 7 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE TAX DEFERRED ANNUITY PLAN | LA JOLLA CA | 493 | $218.6M | $1.7M |
| 8 | BRIDGEWELL RESOURCES LLC BRIDGEWELL RESOURCES LLC 401(K) SAVINGS PLAN | LAKE OSWEGO OR | 124 | $24.6M | $1.7M |
| 9 | MAN CAPITAL CORPORATION MAN CAPITAL CORPORATION & AFFILIATED COMPANIES 401(K) DEFERRED INCOME SAVINGS PLAN | POMPANO BEACH FL | 162 | $56.3M | $1.2M |
| 10 | ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE QUALIFIED MONEY PURCHASE PENSION PLAN AND TRUST | NORTH CHICAGO IL | 575 | $133.2M | $1.0M |
