Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Re Est Sec I Fd in their Schedule of Assets, totaling $962K 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 | IVOCLAR VIVADENT, INC. IVOCLAR VIVADENT, INC. 401(K) RETIREMENT PLAN | AMHERST NY | 494 | $114.2M | $888K |
| 2 | TELEFONICA GLOBAL SOLUTIONS USA, INC. TELEFONICA GLOBAL SOLUTIONS USA, INC., 401(K) PLAN | MIAMI FL | 97 | $33.4M | $43K |
| 3 | ALTERMAN GROUP, INC. ALTERMAN GROUP, INC. 401(K) PLAN |
LIVE OAK TX |
| 392 |
| $28.0M |
| $30K |
