Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Cohen Steers Realty Shares I in their Schedule of Assets, totaling $2.5M 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 | OREGON EDUCATION ASSOCIATION OEA CHOICE WELFARE BENEFIT PLAN | TIGARD OR | 19,365 | $98.0M | $1.4M |
| 2 | HASSETT EXPRESS HOLDINGS, LLC HASSETT EXPRESS HOLDINGS, LLC 401(K) SAVINGS & INVESTMENT PLAN | OAKBROOK TERRACE IL | 79 | $17.0M | $613K |
| 3 | SPRINGFIELD, INC. SPRINGFIELD, INC. 401(K) PROFIT SHARING PLAN |
GENESEO IL |
| 325 |
| $23.6M |
| $512K |
| 4 | LIONEL, LLC LIONEL, LLC RETIREMENT AND SAVINGS PLAN | CONCORD NC | 129 | $7.0M | $21K |
| 5 | BLAIR IMAGE ELEMENTS THE BLAIR COMPANIES RETIREMENT INCOME PLAN | ALTOONA PA | 351 | $11.7M | $6K |
