Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding COHEN & STEERS REAL EST SEC A in their Schedule of Assets, totaling $3.4M 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 | MAVIS TIRE SUPPLY LLC MAVIS TIRE SUPPLY LLC 401(K) PLAN | MILLWOOD NY | 10,033 | $202.0M | $667K |
| 2 | EXETER PROPERTY GROUP, LLC EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN | RADNOR PA | 223 | $42.0M | $449K |
| 3 | MANASQUAN BANK MANASQUAN BANK 401(K) PLAN |
WALL TOWNSHIP NJ |
| 240 |
| $38.3M |
| $422K |
| 4 | RIGHTWORKS, LLC RIGHTWORKS, LLC 401(K) PLAN | NASHUA NH | 656 | $36.8M | $201K |
| 5 | FOOD EXPRESS, INC. FOOD EXPRESS, INC. 401(K) PLAN | PALMDALE CA | 266 | $21.1M | $196K |
| 6 | TREFETHEN FAMILY WINERY, LLC TREFETHEN PROFIT SHARING AND 401(K) SAVINGS PLAN | NAPA CA | 103 | $10.5M | $181K |
| 7 | SASNAK MANAGEMENT CORPORATION THRIVE TOGETHER, LLC 401(K) PROFIT SHARING PLAN | WICHITA KS | 1,122 | $15.3M | $175K |
| 8 | ENTERPRISE ASSOCIATES, LLC ENTERPRISE ASSOCIATES LLC 401(K) RETIREMENT PLAN | NORWOOD MA | 513 | $25.6M | $165K |
| 9 | CREATIVE & RESPONSE RESEARCH INC CREATIVE & RESPONSE RESEARCH SERVICES, INC. EPS AND 401K PLAN | CHICAGO IL | 121 | $34.1M | $161K |
| 10 | TALIVITY, INC TALIVITY 401(K) SAVINGS PLAN | NORWALK CT | 455 | $20.6M | $118K |
