Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Cohen & Steers Realty Shares Fund Class Z Mutual fund in their Schedule of Assets, totaling $1.0M 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 | NEXUS ENGINEERING GROUP, INC. NEXUS ENGINEERING GROUP, INC. 401(K) RETIREMENT PLAN | CLEVELAND OH | 246 | $31.2M | $351K |
| 2 | SHOPIFY (USA), INC. SHOPIFY (USA), INC. 401(K) PLAN | NEW YORK NY | 2,044 | $175.7M | $186K |
| 3 | LIFELONG LEARNER HOLDINGS, LLC LIFELONG LEARNER HOLDINGS 401(K) PLAN |
GLENDALE CA |
| 340 |
| $50.8M |
| $152K |
| 4 | HEICO CORPORATION HEICO SAVINGS AND INVESTMENT PLAN | HOLLYWOOD FL | 6,986 | $1.0B | $152K |
| 5 | CANNON CORPORATION CANNON CORPORATION 401(K) PLAN | SAN LUIS OBISPO CA | 153 | $21.8M | $83K |
| 6 | HB WEALTH MANAGEMENT LLC HOMRICH BERG 401(K) PROFIT SHARING PLAN | ATLANTA GA | 224 | $45.7M | $57K |
| 7 | MORSECORP, INC. MORSECORP INC 401(K) PROFIT SHARING PLAN AND TRUST | CAMBRIDGE MA | 151 | $14.0M | $15K |
| 8 | LANDPRO EQUIPMENT, LLC LANDPRO EQUIPMENT, LLC 401(K) PLAN | FALCONER NY | 429 | $24.2M | $4K |
| 9 | A.B. PROPERTY SERVICES, INC. DBA HAPPY FLOORS HAPPY FLOORS / CERAMIC TECHNICS 401(K) PLAN | MIAMI FL | 376 | $10.0M | $2K |
