Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Realty Shares I Mutual fund in their Schedule of Assets, totaling $2.2M 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 | PEOPLETEC, INC. PEOPLETEC, INC. 401(K) PLAN | HUNTSVILLE AL | 617 | $83.3M | $903K |
| 2 | PIPELINE INDUSTRY 401(K) FUND PIPELINE INDUSTRY ANNUITY 401(K) TRUST | TULSA OK | 2,034 | $340.4M | $752K |
| 3 | ASSOCIATED ANESTHESIOLOGISTS, INC. ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN |
TULSA OK |
| 128 |
| $86.4M |
| $466K |
| 4 | COMMUNITYCARE, HMO, INC. COMMUNITYCARE 401(K) SAVINGS PLAN | TULSA OK | 476 | $61.4M | $47K |
