Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding C&S Real Estate I 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ERCOT ELECTRIC RELIABILITY COUNCIL OF TEXAS 401(K) SAVINGS PLAN | TAYLOR TX | 959 | $464.9M | $1.2M |
| 2 | PREFERRED TRAVEL GROUP PREFERRED TRAVEL GROUP 401(K) PROFIT SHARING PLAN | NEWPORT BEACH CA | 225 | $36.1M | $187K |
| 3 | TEXAS PARTNERS BANK TEXAS PARTNERS BANK 401(K) |
SAN ANTONIO TX |
| 464 |
| $43.1M |
| $44K |
| 4 | ORTHOCOLORADO HOSPITAL ORTHOCOLORADO HOSPITAL 401(K) PLAN | LAKEWOOD CO | 201 | $13.3M | $8K |
| 5 | LEARY EDUCATIONAL FOUNDATION, INC. LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PROFIT SHARING PLAN | CROSS JUNCTION VA | 175 | $5.7M | $2K |
| 6 | HUB FOLDING BOX COMPANY, INC. GPA GLOBAL AND ITS US SUBSIDIARIES 401(K) PLAN | MANSFIELD MA | 321 | $14.3M | $150 |
| 7 | HUB FOLDING BOX COMPANY, INC. HUB FOLDING BOX COMPANY UNION MEMBERS 401(K) SAVINGS PLAN | MANSFIELD MA | 120 | $7.7M | $104 |
