Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Mutual Funds Cohen & Steers Real Estate Securities Institutional Fund in their Schedule of Assets, totaling $515K 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 | ASCOT US HOLDING CORPORATION ASCOT 401(K) RETIREMENT PLAN | NEW YORK NY | 530 | $66.5M | $298K |
| 2 | SUBSYSTEM TECHNOLOGIES, INC. SUBSYSTEM TECHNOLOGIES, INC. 401(K) PLAN | ARLINGTON VA | 241 | $18.0M | $170K |
| 3 | KMS SOLUTIONS, LLC KMS SOLUTIONS, LLC 401(K) PLAN |
ALEXANDRIA VA |
| 271 |
| $21.1M |
| $46K |
