Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Cohen and Steers Real Estate Opportunities and Income Fund Mutual fund in their Schedule of Assets, totaling $70K 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 | EIDE FORD LINCOLN MERCURY, INC. EIDE FORD LINCOLN MERCURY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | BISMARCK ND | 707 | $11.6M | $70K |
