Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Cohen & Steers Realty Shares Fund Class Z " 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $4.6M |
| 2 | WARNER MUSIC GROUP WARNER MUSIC GROUP 401(K) PLAN | NEW YORK NY | 2,173 | $446.3M | $2.0M |
| 3 | DENOOYER/METRO AUTO DENOOYER/METRO AUTOMOTIVE GROUP PROFIT SHARING 401(K) PLAN |
ALBANY NY |
| 318 |
| $10.9M |
| $108K |
| 4 | CONTRAST SECURITY, INC. CONTRAST SECURITY 401(K) PLAN | PLEASANTON CA | 202 | $29.3M | $97K |
| 5 | ADAPTEC SOLUTIONS, LLC ADAPTEC SOLUTIONS 401(K) PLAN | ROCHESTER NY | 305 | $16.7M | $78K |
| 6 | PEDIATRIC HEALTH ASSOCIATES PEDIATRIC HEALTH ASSOCIATES PENSION PLAN | NAPERVILLE IL | 111 | $16.7M | $52K |
| 7 | LINESTAR INTEGRITY SERVICES, LLC LINESTAR INTEGRITY SERVICES, LLC 401 (K) PLAN | HOUSTON TX | 355 | $9.4M | $40K |
| 8 | ELICA HEALTH CENTERS ELICA HEALTH CENTERS 403(B) PLAN | SACRAMENTO CA | 631 | $10.7M | $36K |
| 9 | RADIATION MONITORING DEVICES, INC. DYNASIL COMPANIES 401(K) PLAN | WATERTOWN MA | 77 | $20.2M | $30K |
| 10 | NEWTONX, INC. NEWTONX 401(K) PLAN | NEW YORK NY | 113 | $7.9M | $11K |
