Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Cohen & Steers Real Est Sec I in their Schedule of Assets, totaling $6.6M 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 | KUEHNE CHEMICAL COMPANY, INC. KUEHNE CHEMICAL COMPANY, INC. SAVINGS AND INVESTMENT PLAN | KEARNY NJ | 136 | $33.7M | $968K |
| 2 | R.E. MICHEL COMPANY, LLC R.E. MICHEL COMPANY, LLC 401(K) PROFIT SHARING AND SAVINGS PLAN | GLEN BURNIE MD | 1,994 | $92.8M | $736K |
| 3 | AVENUE CAPITAL MANAGEMENT II, LP |
NEW YORK NY |
| 129 |
| $37.3M |
| $626K |
| 4 | QUALITY GOLD OF CINCINNATI, INC. QUALITY GOLD 401(K) AND PROFIT SHARING PLAN | FAIRFIELD OH | 310 | $33.9M | $458K |
| 5 | ZRS MANAGEMENT, LLC ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 2,003 | $60.1M | $457K |
| 6 | MICHIGAN MUTUAL, INC. MICHIGAN MUTUAL INC. 401K PLAN | PORT HURON MI | 208 | $19.3M | $318K |
| 7 | GENERAL TOOL COMPANY GENERAL TOOL COMPANY, INCORPORATED 401(K) PLAN | CINCINNATI OH | 245 | $23.9M | $299K |
| 8 | TRIUMPH FOODS, LLC TRIUMPH FOODS, LLC 401K PLAN | SAINT JOSEPH MO | 514 | $14.6M | $219K |
| 9 | W.E. BOWERS & ASSOCIATES, INC. W.E. BOWERS & ASSOCIATES NON-UNION RETIREMENT PLAN | BELTSVILLE MD | 147 | $29.8M | $213K |
| 10 | SILVER VENTURES, INC. SILVER ASSOCIATES' SAVINGS PLAN | SAN ANTONIO TX | 663 | $28.6M | $211K |
