Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Cohen & Steers Realty Shares L Registered investment company in their Schedule of Assets, totaling $4.4M 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 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $1.1M |
| 2 | ROCKPOINT MANAGEMENT, LLC ROCKPOINT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 197 | $60.8M | $617K |
| 3 | IN-PLACE MACHINING COMPANY, LLC IN-PLACE MACHINING COMPANY 401(K) PLAN |
MILWAUKEE WI |
| 424 |
| $44.3M |
| $585K |
| 4 | VITAL ENTERPRISES LLC VITAL ENTERPRISES LLC 401(K) RETIREMENT PLAN | BEAVERTON OR | 384 | $25.9M | $472K |
| 5 | CHALLENGER SCHOOL FOUNDATION CHALLENGER SCHOOL 401K RETIREMENT PLAN | SANDY UT | 986 | $66.8M | $389K |
| 6 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN | HONOLULU HI | 368 | $62.5M | $321K |
| 7 | SECURTIY NATIONAL FINANCIAL CORPORATION SNFC MORTGAGE COMPANY 401(K) PLAN | MURRAY UT | 557 | $33.4M | $236K |
| 8 | HARRIS FARMS, INC. HARRIS FARMS SAVINGS AND INVESTMENT PLAN | COALINGA CA | 1,209 | $35.8M | $211K |
| 9 | WILLAMETTE VIEW, INC. WILLAMETTE VIEW, INC. 401(K) RETIREMENT PLAN | PORTLAND OR | 255 | $11.0M | $198K |
| 10 | HEROUX CORP. HEROUX CORP. 401(K) RETIREMENT PLAN | STRONGSVILLE OH | 308 | $26.7M | $142K |
