Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Realty Shares Z in their Schedule of Assets, totaling $3.1M 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 | OAHU WASTE SERVICES, INC OAHU WASTE SERVICES, INC 401(K) PROFIT SHARING PLAN | HONOLULU HI | 260 | $17.9M | $715K |
| 2 | BH SHOE HOLDINGS, INC BH SHOE HOLDINGS, INC. INVESTMENT AND RETIREMENT PLAN (401(K) PLAN FOR NON UNION EMPLOYEES) | GREENWICH CT | 952 | $117.8M | $610K |
| 3 | CHIESA SHAHINIAN & GIANTOMASI PC |
ROSELAND NJ |
| 236 |
| $137.1M |
| $505K |
| 4 | FINN DIXON & HERLING LLP FINN DIXON & HERLING LLP 401(K) PROFIT SHARING PLAN | STAMFORD CT | 114 | $38.3M | $342K |
| 5 | TSFR APPLE VENTURE LLC TSFR 401(K) PLAN | LIVONIA MI | 3,511 | $12.2M | $265K |
| 6 | SANDUSKY NEWSPAPERS INC SANDUSKY NEWSPAPERS GROUP 401K RETIREMENT PLAN AND TRUST | CHAGRIN FALLS OH | 66 | $8.6M | $222K |
| 7 | THE ROXBURY LATIN SCHOOL THE ROXBURY LATIN SCHOOL 403(B) RETIREMENT PLAN | WEST ROXBURY MA | 69 | $44.0M | $202K |
| 8 | QUEENS UNIVERSITY OF CHARLOTTE QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN | CHARLOTTE NC | 328 | $66.8M | $68K |
| 9 | KIN INSURANCE KIN INSURANCE RETIREMENT SAVINGS PLAN | CHICAGO IL | 679 | $20.9M | $48K |
| 10 | BORRELL ELECTRIC CO., INC. BORRELL ELECTRIC CO., INC. 401(K) PLAN | TAMPA FL | 156 | $12.6M | $48K |
