Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Realty Shares Fund Z Mutual fund in their Schedule of Assets, totaling $355K 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 | CGH TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN OF CGH TECHNOLOGIES, INC. | WASHINGTON DC | 72 | $9.4M | $312K |
| 2 | BOULDERCENTRE FOR ORTHOPEDICS, P.C. BOULDERCENTRE FOR ORTHOPEDICS, P.C. PROFIT SHARING PLAN | BOULDER CO | 128 | $13.1M | $35K |
| 3 | SANTA FUEL, INC. SANTA FUEL, INC. 401(K) SAVINGS PLAN |
BRIDGEPORT CT |
| 209 |
| $30.0M |
| $8K |
