Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Cohen & Steers Realty Sh Fund in their Schedule of Assets, totaling $7.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAYNSWORTH SINKLER BOYD, P.A. HAYNSWORTH SINKLER BOYD, P.A. 401(K) PLAN | COLUMBIA SC | 195 | $145.2M | $2.0M |
| 2 | HUMBOLDT PARK HEALTH HUMBOLDT PARK HEALTH RETIREMENT PLAN | CHICAGO IL | 49 | $22.8M | $1.4M |
| 3 | HUMBOLDT PARK HEALTH HUMBOLDT PARK HEALTH 403(B) PLAN |
CHICAGO IL |
| 936 |
| $25.9M |
| $1.2M |
| 4 | MILES SAND & GRAVEL COMPANY MILES SAND & GRAVEL COMPANY RETIREMENT PLAN | PUYALLUP WA | 513 | $58.1M | $851K |
| 5 | IMAGINE LEARNING LLC IMAGINE LEARNING LLC 401(K) PLAN | SCOTTSDALE AZ | 2,606 | $89.5M | $506K |
| 6 | LESTER BUILDING SYSTEMS LLC. LESTER RETIREMENT BUILDER SAVINGS PLAN | LESTER PRAIRIE MN | 175 | $15.0M | $395K |
| 7 | IMAGINE LEARNING LLC IMAGINE LEARNING LLC 401(K) PLAN | TEMPE AZ | 2,726 | $138.4M | $377K |
| 8 | GREAT LAKES CREDIT UNION GREAT LAKES CREDIT UNION 401(K) PLAN | BANNOCKBURN IL | 274 | $23.3M | $376K |
| 9 | WESTFIELD BANK 401(K) PLAN AS ADOPTED BY WESTFIELD BANK | WESTFIELD MA | 328 | $48.1M | $35K |
