Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Cohen and Steers Real Estate Securities Fund in their Schedule of Assets, totaling $14.7M 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 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN | BOSTON MA | 2,182 | $1.3B | $6.4M |
| 2 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | BOSTON MA | 2,311 | $848.4M | $6.1M |
| 3 |
| INTEGRAL SYSTEMS,INC. INTEGRAL SYSTEMS, INC. AND SUBSIDIARIES RETIREMENT PLANS |
SAN DIEGO CA |
| 246 |
| $183.4M |
| $1.2M |
| 4 | KRATOS INTEGRAL HOLDINGS LLC INTEGRAL SYSTEMS, INC. AND SUBSIDIARIES RETIREMENT PLANS | SAN DIEGO CA | 229 | $194.1M | $1.1M |
