Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate - in their Schedule of Assets, totaling $4.2M 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 | LESTER E. COX MEDICAL CENTERS COX SAVINGS INCENTIVE PLAN | SPRINGFIELD MO | 13,775 | $963.7M | $2.9M |
| 2 | LESTER E. COX MEDICAL CENTERS COXHEALTH 401(K) PLAN | SPRINGFIELD MO | 232 | $183.0M | $1.0M |
| 3 | TALLEN, INC. TALLEN TECHNOLOGY RENTALS 401(K) PLAN |
BORDENTOWN NJ |
| 119 |
| $7.9M |
| $78K |
| 4 | MISSOURI CARDIOVASCULAR SPECIALISTS, LLP MISSOURI CARDIOVASCULAR SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN | COLUMBIA MO | 104 | $48.9M | $48K |
| 5 | DEPOSCO, INC. DEPOSCO, INC. 401(K) PLAN | ALPHARETTA GA | 186 | $13.3M | $48K |
| 6 | BRIDGETOWN NATURAL FOODS, LLC BRIDGETOWN NATURAL FOODS 401(K) PLAN | PORTLAND OR | 440 | $8.2M | $22K |
| 7 | MEALS ON WHEELS PEOPLE, INC. MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 114 | $7.7M | $16K |
| 8 | HEXARMOR, LIMITED PARTNERSHIP HEXARMOR 401K PLAN | GRAND RAPIDS MI | 202 | $14.4M | $14K |
| 9 | PLANHUB, INC PLANHUB 401(K) PLAN | WEST PALM BEACH FL | 123 | $4.3M | $7K |
| 10 | BAY HUMAN SERVICES, INC. BAY HUMAN SERVICES 403(B) PLAN | STANDISH MI | 520 | $2.2M | $4K |
