Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Realty Fund in their Schedule of Assets, totaling $5.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DISCOUNT DRUG MART, INC. DISCOUNT DRUG MART, INC. 401(K) PROFIT SHARING PLAN | MEDINA OH | 4,662 | $169.4M | $1.6M |
| 2 | POWELL INDUSTRIES, INC. POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN | HOUSTON TX | 2,164 | $252.3M | $1.6M |
| 3 | UNIVERSITY OF NEW HAVEN |
WEST HAVEN CT |
| 927 |
| $317.9M |
| $823K |
| 4 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $816K |
| 5 | PURDUE RESEARCH FOUNDATION PURDUE RESEARCH FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LAFAYETTE IN | 472 | $86.9M | $246K |
| 6 | THE GUILFORD SAVINGS BANK THE GUILFORD SAVINGS BANK 401(K) PROFIT SHARING PLAN | GUILFORD CT | 159 | $23.0M | $171K |
| 7 | GAME SHOW NETWORK LLC GAME SHOW NETWORK 401(K) & PROFIT SHARING PLAN | SANTA MONICA CA | 1 | $29.4M | $140K |
| 8 | BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN | SAN JUAN CAPISTRANO CA | 95 | $12.9M | $36K |