Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding C&S Real Estate Mutual fund in their Schedule of Assets, totaling $391K 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 | POLLEN, INC. POLLEN, INC. EMPLOYEES SAVINGS TRUST PLAN | KANSAS CITY MO | 262 | $35.7M | $237K |
| 2 | MCCARTHY-BUSH CORPORATION MCCARTHY - BUSH COMPANIES 401(K) PLAN | DAVENPORT IA | 204 | $33.7M | $83K |
| 3 | SML (USA), INC. SML (USA) INC. 401(K) PLAN |
SECAUCUS NJ |
| 121 |
| $13.8M |
| $34K |
| 4 | SCHWARTZ BROTHERS RESTAURANTS SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST | BELLEVUE WA | 636 | $13.1M | $20K |
| 5 | FARO SERVICES, INC. FARO SERVICES, INC. DBA FARO LOGISTICS SOLUTIONS, INC. 401(K) PS PLAN | GROVEPORT OH | 1,060 | $5.2M | $17K |