Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Cohen&Steers Realty Shares Registered Investment Company in their Schedule of Assets, totaling $4.8M 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 | CLYDE COMPANIES, INC. CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | OREM UT | 3,752 | $326.3M | $1.4M |
| 2 | LOZANO SMITH LLP LOZANO SMITH 401(K) PROFIT SHARING PLAN | FRESNO CA | 203 | $47.4M | $1.2M |
| 3 | MOUNTAINLANDS COMMUNITY HEALTH CENTER 403(B) THRIFT PLAN OF MOUNTAINLANDS COMMUNITY HEALTH CENTER |
PROVO UT |
| 197 |
| $15.1M |
| $511K |
| 4 | PHYSICIANS HEALTH PLAN OF NORTHERN PHPNI RETIREMENT PLAN | FORT WAYNE IN | 146 | $24.2M | $408K |
| 5 | CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 611 | $94.7M | $385K |
| 6 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN | MONTEREY CA | 138 | $43.7M | $201K |
| 7 | R.A JONES & CO. INC. PACKAGING TECHNOLOGIES PENSION PLAN FOR HOURLY EMPLOYEES | DAVENPORT IA | 18 | $8.9M | $199K |
| 8 | CARE ONE MANAGEMENT, LLC HEALTHBRIDGE MANAGEMENT 401(K) PLAN | FORT LEE NJ | 3,304 | $85.4M | $171K |
| 9 | USTC UNITED STATES TECHNOLOGIES COMMUNICATIONS CORP USTC GROUP 401(K) PLAN | EDISON NJ | 347 | $21.1M | $124K |
| 10 | QUALITEL CORPORATION QUALITEL CORPORATION 401(K) PLAN | EVERETT WA | 222 | $6.3M | $106K |
