Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Realty Shares Fund - in their Schedule of Assets, totaling $11.1M 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 | ELGA CREDIT UNION ELGA CREDIT UNION EMPLOYEE'S 401(K) PLAN | BURTON MI | 310 | $29.5M | $1.8M |
| 2 | DOYON, LIMITED DOYON 401(K) SAVINGS AND RETIREMENT PLAN | FAIRBANKS AK | 1,096 | $155.6M | $1.7M |
| 3 | COOPER & SCULLY, P.C. COOPER & SCULLY, P.C. 401(K) PLAN |
DALLAS TX |
| 60 |
| $26.9M |
| $1.6M |
| 4 | DFCU FINANCIAL DFCU FINANCIAL 401(K) PLAN | DEARBORN MI | 626 | $130.7M | $1.2M |
| 5 | DATAVOX, INC. DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 220 | $27.2M | $1.1M |
| 6 | OLIVET NAZARENE UNIVERSITY OLIVET NAZARENE UNIVERSITY DC RETIREMENT PLAN | BOURBONNAIS IL | 573 | $102.2M | $629K |
| 7 | BOARD OF TRUSTEES SHEET METAL WORKERS' LOCAL 88 401(K) PLAN | LAS VEGAS NV | 3,003 | $80.1M | $475K |
| 8 | ALLIED MACHINE & ENGINEERING CORPORATION ALLIED MACHINE & ENGINEERING CORPORATION 401(K) PLAN | DOVER OH | 453 | $69.8M | $472K |
| 9 | LBA REALTY, LLC LBA REALTY 401(K) PLAN | IRVINE CA | 252 | $56.6M | $433K |
| 10 | VISIONARY PRACTICE MANAGEMENT SERVICES LLC VISIONARY PRACTICE MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN | TYLER TX | 232 | $17.3M | $385K |
