Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Cohen & Steers Realty Shares Mutual fund n/a in their Schedule of Assets, totaling $5.0M 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 | BRANDT HOLDINGS COMPANY BRANDT HOLDINGS COMPANY 401(K) PLAN | FARGO ND | 1,713 | $114.3M | $2.7M |
| 2 | PGX HOLDINGS, INC. PROGREXION HOLDINGS, INC. 401(K) PLAN | SALT LAKE CITY UT | 224 | $28.3M | $366K |
| 3 | WASHBURN-MCREAVY FUNERAL CHAPELS, INC. WASHBURN-MCREAVY FUNERAL CHAPELS, INC. PROFIT SHARING /401(K) PLAN |
NEW BRIGHTON MN |
| 128 |
| $23.5M |
| $347K |
| 4 | CREDIT.COM HOLDINGS, LLC CREDIT.COM HOLDINGS, LLC 401K PLAN | SALT LAKE CITY UT | 179 | $28.4M | $313K |
| 5 | NORTHWEST IMMIGRANT RIGHTS PROJECT NORTHWEST IMMIGRANT RIGHTS PROJECT 403(B) PLAN | SEATTLE WA | 175 | $11.0M | $269K |
| 6 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $215K |
| 7 | NORLEN, INC NORLEN INC 401K PROFIT SHARING PLAN AND TRUST | SCHOFIELD WI | 120 | $9.0M | $201K |
| 8 | CHATEAU RETIREMENT COMMUNITIES LLC CHATEAU RETIREMENT COMMUNITIES LLC 401(K) PLAN | WOODINVILLE WA | 289 | $7.7M | $132K |
| 9 | PUBLIC BROADCASTING OF COLORADO RETIREMENT PLAN OF PUBLIC BROADCASTING OF COLORADO, INC. | CENTENNIAL CO | 145 | $16.2M | $98K |
| 10 | UPPER GREAT LAKES FAMILY HEATH CENTER UPPER GREAT LAKES FAMILY HEALTH CENTER RETIREMENT PLAN | HANCOCK MI | 199 | $8.5M | $97K |
