Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Realty Shares Fund Class L in their Schedule of Assets, totaling $3.0M 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 | WILLIS LEASE FINANCE CORPORATION THE WILLIS 401(K) PLAN | COCONUT CREEK FL | 160 | $40.0M | $986K |
| 2 | TICKETNETWORK, INC. TICKETNETWORK, INC. 401(K) PROFIT SHARING PLAN | SOUTH WINDSOR CT | 354 | $30.2M | $419K |
| 3 | NASUNI CORPORATION NASUNI CORPORATION 401K PLAN |
BOSTON MA |
| 433 |
| $41.9M |
| $310K |
| 4 | CORDOBA CORPORATION CORDOBA CORPORATION 401(K) PLAN | LOS ANGELES CA | 490 | $44.0M | $299K |
| 5 | PACIRA BIOSCIENCES, INC. PACIRA BIOSCIENCES, INC 401(K) SALARY SAVINGS PLAN | PARSIPPANY NJ | 782 | $126.0M | $266K |
| 6 | FIRST INTERNATIONAL BANK & TRUST FIRST INTERNATIONAL BANK & TRUST 401(K) PROFIT SHARING PLAN | WATFORD CITY ND | 616 | $98.4M | $235K |
| 7 | MARQUETTE SAVINGS BANK MARQUETTE SAVINGS BANK 401(K) PROFIT SHARING PLAN | ERIE PA | 163 | $30.6M | $233K |
| 8 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 878 | $62.6M | $194K |
| 9 | ENERGY VAULT, INC. ENERGY VAULT 401(K) PLAN | WESTLAKE VILLAGE CA | 123 | $9.4M | $37K |
| 10 | JDC HEALTHCARE, PLLC DBA JEFFERSON DENTAL CLINICS JEFFERSON DENTAL CLINICS 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,339 | $8.4M | $31K |
