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 Z Registered investment company in their Schedule of Assets, totaling $1.5M 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 | CORE ELECTRIC COOPERATIVE CORE ELECTRIC COOPERATIVE 401(K) PLAN | SEDALIA CO | 296 | $39.7M | $702K |
| 2 | ASC ORTHO MANAGEMENT COMPANY, LLC ALIGNED ORTHOPEDIC PARTNERS 401(K) PLAN | BETHESDA MD | 572 | $51.6M | $554K |
| 3 | WEITZMAN MANAGEMENT CORPORATION W. C. A. EMPLOYEES 401K SALARY DEFERRAL SAVINGS |
DALLAS TX |
| 162 |
| $19.4M |
| $185K |
| 4 | ESKATON PROPERTIES, INC. ESKATON 401(K) PLAN | CARMICHAEL CA | 1,004 | $10.1M | $92K |
| 5 | TECHPRO POWER GROUP, INC. DBA TDS HOLDCO INC. TECHPRO POWER GROUP, INC. 401(K) PLAN | CROFTON MD | 375 | $18.9M | $7K |
| 6 | DANIEL J. QUIRK, INC. DANIEL J. QUIRK INC. RETIREMENT SAVINGS PLAN | BRAINTREE MA | 1,093 | $23.9M | $2K |
| 7 | JBEAR ENTERPRISES, LLC WOOLFSON EYE INSTITUTE 401(K) PLAN | ATLANTA GA | 162 | $922K | $2K |
