Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Cohen & Steers Rlty Registered investment company in their Schedule of Assets, totaling $5.7M 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 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $3.6M |
| 2 | FIRST CHOICE HEALTH NETWORK, INC. FIRST CHOICE HEALTH NETWORK, INC. 401(K) PLAN | SEATTLE WA | 204 | $38.7M | $783K |
| 3 | WOLVERINE TRADING, LLC |
CHICAGO IL |
| 395 |
| $181.0M |
| $553K |
| 4 | CONCORD OPHTHALMOLOGIC ASSOCIATES PA CONCORD EYE CENTER EMPLOYEE PROFIT SHARING PLAN | CONCORD NH | 158 | $31.6M | $370K |
| 5 | YOUNG LIVING HOLDINGS, LLC YOUNG LIVING HOLDINGS, LLC | LEHI UT | 820 | $83.3M | $174K |
| 6 | JH KELLY HOLDINGS LLC JH KELLY HOLDINGS LLC NON-UNION 401(K) AND PROFIT SHARING PLAN | LONGVIEW WA | 320 | $85.6M | $107K |
| 7 | ENLOE MEDICAL CENTER ENLOE MEDICAL CENTER RETIREMENT SAVINGS PLAN | CHICO CA | 4,107 | $402.8M | $39K |
| 8 | NALS APARTMENT HOMES, LLC NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST | SANTA BARBARA CA | 474 | $17.5M | $24K |
| 9 | ENLOE MEDICAL CENTER ENLOE MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | CHICO CA | 3,698 | $244.0M | $15K |
| 10 | TRANSFAIR USA TRANSFAIR USA 401(K) PLAN | OAKLAND CA | 90 | $13.7M | $5K |
