Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Realty Shares Fund Class Z - in their Schedule of Assets, totaling $1.6M 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 | SAUDER WOODWORKING CO. SAUDER WOODWORKING CO. RETIREMENT AND 401(K) PLAN | ARCHBOLD OH | 1,766 | $335.5M | $1.0M |
| 2 | FETCH REWARDS LLC FETCH 401(K) PLAN | MADISON WI | 873 | $44.2M | $348K |
| 3 | INVENTRUST PROPERTIES CORP. INVENTRUST PROPERTIES CORP. SAVINGS PLAN |
DOWNERS GROVE IL |
| 101 |
| $25.9M |
| $80K |
| 4 | BANDAI NAMCO ENTERTAINMENT AMERICA INC. BANDAI NAMCO 401(K) PLAN 1 | IRVINE CA | 186 | $45.2M | $66K |
| 5 | T BANK, N.A. T BANK, N.A. EMPLOYEE SAVINGS PLAN | DALLAS TX | 172 | $14.6M | $60K |
| 6 | SEEQ CORPORATION SEEQ 401(K) PLAN | SEATTLE WA | 184 | $20.9M | $21K |
| 7 | TREESAP FARMS, LLC TREESAP FARMS, LLC 401(K) PLAN | HOUSTON TX | 1,682 | $9.4M | $17K |
| 8 | GREAT RIVER ENTERTAINMENT, LLC GREAT RIVER ENTERTAINMENT, LLC 401(K) PROFIT SHARING PLAN | BURLINGTON IA | 455 | $9.9M | $17K |
| 9 | BUSINESS OWNER'S LIABILITY TEAM, LLC BOLT 401(K) PLAN | ATLANTA GA | 166 | $9.9M | $13K |
| 10 | BIOINTELLISENSE, INC. BIOINTELLISENSE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 83 | $9.0M | $2K |
