Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding Cohen&Steers Realty Shares " in their Schedule of Assets, totaling $66.2M 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 | UNIVERSITY OF DENVER UNIVERSITY OF DENVER RETIREMENT PLAN | DENVER CO | 7,091 | $908.8M | $13.5M |
| 2 | TRAPEZE SOFTWARE GROUP, INC. CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN | ROSEMONT IL | 12,026 | $1.4B | $10.3M |
| 3 | WESTWOOD PROFESSIONAL SERVICES, INC. |
PLANO TX |
| 1,590 |
| $200.9M |
| $2.7M |
| 4 | NCL BAHAMAS LTD. NCLC 401(K) PLAN | MIAMI FL | 4,828 | $330.3M | $2.7M |
| 5 | HAAS AUTOMATION, INC. HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN | OXNARD CA | 1,377 | $356.1M | $2.3M |
| 6 | CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | TAMPA FL | 666 | $315.7M | $2.1M |
| 7 | OCLC, INC. OCLC MATCHING THRIFT PLAN | DUBLIN OH | 910 | $174.0M | $1.8M |
| 8 | ARKANSAS CHILDREN'S, INC ARKANSAS CHILDREN'S RETIREMENT PLAN | LITTLE ROCK AR | 5,495 | $445.7M | $1.7M |
| 9 | ATRIA SENIOR LIVING, INC. ATRIA SENIOR LIVING, INC. 401(K) PLAN | LOUISVILLE KY | 8,324 | $165.7M | $1.5M |
| 10 | CRAIG HOSPITAL CRAIG HOSPITAL RETIREMENT PLAN | ENGLEWOOD CO | 1,137 | $161.6M | $1.3M |
