Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen & Steers Realty Shares L in their Schedule of Assets, totaling $3.6M 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 | ROCHE BROS. MIDCO, LLC F/K/A ROCHE BROS. SUPERMARKETS, CO. ROCHE BROS. 401(K) AND PROFIT SHARING PLAN | MANSFIELD MA | 2,604 | $206.9M | $1.5M |
| 2 | MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | CHARLOTTE NC | 128 | $93.3M | $757K |
| 3 | ACADEMY OF NUTRITION AND DIETETICS |
CHICAGO IL |
| 130 |
| $28.6M |
| $453K |
| 4 | GLP ATTORNEYS, P.S., INC. GLP ATTORNEYS P.S. INC. 401(K) PLAN | SEATTLE WA | 128 | $19.0M | $444K |
| 5 | CHALLENGER SCHOOL FOUNDATION CHALLENGER SCHOOL 401K RETIREMENT PLAN | SANDY UT | 986 | $66.8M | $389K |
| 6 | SMITHERS-OASIS COMPANY SMITHERS-OASIS COMPANY RETIREMENT SAVINGS PLAN | KENT OH | 258 | $42.1M | $35K |
| 7 | JEROME HOME JEROME HOME 401(K) PLAN | NEW BRITAIN CT | 186 | $3.6M | $6K |
