Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate Securities I in their Schedule of Assets, totaling $6.0M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $2.1M |
| 2 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $1.8M |
| 3 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 407 |
| $84.7M |
| $1.2M |
| 4 | THE FINISH LINE, INC. THE FINISH LINE, INC. PROFIT SHARING AND 401(K) PLAN | INDIANAPOLIS IN | 19,264 | $100.9M | $177K |
| 5 | ACUITY, INC. ACUITY, INC. 401(K) PLAN | RESTON VA | 293 | $54.0M | $118K |
| 6 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $114K |
| 7 | FIRST ENTERTAINMENT CREDIT UNION FIRST ENTERTAINMENT CREDIT UNION DEFINED CONTRIBUTION PLAN | HOLLYWOOD CA | 235 | $27.1M | $92K |
| 8 | CHERRY STREET SERVICES, INC. CHERRY HEALTH 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 710 | $42.5M | $81K |
| 9 | MITUTOYO AMERICA CORPORATION MITUTOYO AMERICA CORP. RETIREMENT PLAN | AURORA IL | 392 | $58.2M | $75K |
| 10 | CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 267 | $29.5M | $74K |
