Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Cohen & Steers Realty Shares Z Mutual fund in their Schedule of Assets, totaling $7.1M 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 | ASSOCIATED UNIVERSITIES INC. AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN | VIENNA VA | 627 | $168.5M | $1.3M |
| 2 | MILES & STOCKBRIDGE P.C. MILES & STOCKBRIDGE RETIREMENT PLAN | BALTIMORE MD | 385 | $195.4M | $1.3M |
| 3 | ASSOCIATED UNIVERSITIES INC. |
VIENNA VA |
| 616 |
| $204.8M |
| $1.2M |
| 4 | FOLEY, INCORPORATED FOLEY, INCORPORATED 401(K) PLAN | PISCATAWAY NJ | 623 | $123.9M | $728K |
| 5 | FIRSTLIGHT POWER SERVICES, LLC FIRSTLIGHT POWER 401(K) PLAN | BURLINGTON MA | 138 | $46.3M | $476K |
| 6 | WARBY PARKER INC. WARBY PARKER RETIREMENT SAVINGS PLAN | NEW YORK NY | 4,145 | $74.6M | $471K |
| 7 | YOKEM MOTORS, L.L.C. YOKEM MOTORS, LLC 401(K) PROFIT SHARING PLAN | SHREVEPORT LA | 127 | $11.5M | $346K |
| 8 | VOGEL LAW FIRM VOGEL LAW FIRM 401(K) PROFIT SHARING PLAN | FARGO ND | 86 | $48.2M | $302K |
| 9 | ALBERT & MACKENZIE, LLP ALBERT & MACKENZIE, LLP 401(K) PROFIT SHARING PLAN | AGOURA HILLS CA | 343 | $28.3M | $261K |
| 10 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $164K |
