Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Cohen and Steers Cohen and Steers Real Estate Securities Fund in their Schedule of Assets, totaling $2.9M 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 | KRATOS DEFENSE & SECURITY SOLUTIONS, INC KRATOS DEFENSE & SECURITY SOLUTIONS, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | SAN DIEGO CA | 3,297 | $534.3M | $2.5M |
| 2 | BERRY COMPANIES, INC. BERRY COMPANIES, INC. PROFIT SHARING PLAN | WICHITA KS | 1,295 | $106.2M | $375K |
