Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Cohen & Steers US Realty A in their Schedule of Assets, totaling $9.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY 401(K) PLAN | RALEIGH NC | 15,787 | $2.7B | $8.7M |
| 2 | REMEDI8 HOLDINGS CORP. REMEDI8 HOLDINGS CORP. RETIREMENT | LENEXA KS | 234 | $8.8M | $286K |
| 3 | SOFTRAMS, LLC SOFTRAMS, LLC 401(K) P/S PLAN |
LEESBURG VA |
| 509 |
| $29.5M |
| $158K |
| 4 | BELLOTA AGRISOLUTIONS AND TOOLS VENANPRI GROUP 401(K) PLAN | ROCK ISLAND IL | 232 | $14.8M | $17K |
| 5 | CLEARONE ADVANTAGE, LLC CLEARONE ADVANTAGE, LLC | BALTIMORE MD | 312 | $4.9M | $7K |
| 6 | BELLOTA AGRISOLUTIONS AND TOOLS VENANPRI GROUP 401(K) PLAN | ROCK ISLAND IL | 341 | $14.6M | $1K |