Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Realty Shares n/a in their Schedule of Assets, totaling $1.3M 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 | ULTRADENT PRODUCTS, INC. ULTRADENT PRODUCTS, INC. 401(K) PLAN | SOUTH JORDAN UT | 1,341 | $110.2M | $1.1M |
| 2 | UPMC JAMESON HEALTH SYSTEM, INC. JAMESON HEALTH SYSTEM, INC. 403(B) PLAN | NEW CASTLE PA | 239 | $20.6M | $132K |
| 3 | NATIONAL PARKS CONSERVATION ASSOCIATION |
WASHINGTON DC |
| 189 |
| $23.0M |
| $76K |
| 4 | BEST VINYL FENCE & DECK, LLC BEST VINYL 401(K) RETIREMENT PLAN | LEHI UT | 78 | $4.9M | $2K |
