Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Cohen & Steers Mutual Funds Cohen & Steers I Realty Sh Fd in their Schedule of Assets, totaling $92K 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 | BMS INTERMEDIARIES, INC. BMS INTERMEDIARIES, INC. 401(K) PLAN | EDINA MN | 233 | $47.5M | $77K |
| 2 | JAKKS PACIFIC, INC. JAKKS PACIFIC, INC. 401(K) PLAN | SANTA MONICA CA | 364 | $52.4M | $16K |
