Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding COHEN & STEERS REAL EST SEC I Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | MCDONALD CARANO LLP MCDONALD CARANO LLP PROFIT SHARING PLAN | RENO NV | 116 | $65.3M | $976K |
| 2 | TORTOISEECOFIN INVESTMENTS, LLC TORTOISEECOFIN INVESTMENTS 401(K) PLAN | OVERLAND PARK KS | 107 | $19.7M | $283K |
| 3 | HOEFER WELKER, LLC HOEFER WELKER, LLC 401(K) PLAN |
KANSAS CITY MO |
| 158 |
| $16.7M |
| $45K |
