Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Realty Shares L in their Schedule of Assets, totaling $24.2M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $13.6M |
| 2 | EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN | BLOOMINGTON MN | 487 | $294.4M | $5.6M |
| 3 |
NEWBURGH NY |
| 1,423 |
| $109.6M |
| $2.2M |
| 4 | ACUMENT GLOBAL TECHNOLOGIES, INC. ACUMENT GLOBAL TECHNOLOGIES, INC. SAVINGS PLAN | STERLING HEIGHTS MI | 1,079 | $129.5M | $896K |
| 5 | CITIZENS MEMORIAL HOSPITAL DISTRICT CITIZENS MEMORIAL HEALTH CARE SYSTEM PROFIT SHARING PLAN | BOLIVAR MO | 2,410 | $40.9M | $644K |
| 6 | MCFARLANE MANUFACTURING COMPANY, INC. MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN | SAUK CITY WI | 201 | $25.1M | $535K |
| 7 | HMMG, LLC HUGHSTON HEALTHCARE 401(K) PLAN | COLUMBUS GA | 998 | $60.8M | $471K |
| 8 | MEDTECH 7 HOLDINGS, LLC DBA VELOCITY MEDTECH VELOCITY MEDTECH 401(K) PLAN | TOTOWA NJ | 175 | $6.2M | $95K |
| 9 | TRI 3, INC. TRI 3, INC. 401(K) RETIREMENT SAVINGS PLAN | DE SOTO KS | 103 | $3.8M | $66K |
| 10 | USA SWIMMING, INC. USA SWIMMING, INC. 401(K) PLAN | COLORADO SPRINGS CO | 83 | $17.3M | $65K |
