Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Cohen & Steers Real Estate Mutual fund in their Schedule of Assets, totaling $3.0M 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 | INDEPENDENT STAVE COMPANY, LLC INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN | LEBANON MO | 2,307 | $112.9M | $1.5M |
| 2 | HEALTH PRIME INTERNATIONAL LLC HPI 401(K) PLAN | OXON HILL MD | 255 | $27.4M | $560K |
| 3 | BOSTON DYNAMICS, INC. BOSTON DYNAMICS, INC. 401(K) RETIREMENT PLAN |
WALTHAM MA |
| 807 |
| $91.3M |
| $371K |
| 4 | MIDWEST EYE CARE, P.C. MIDWEST EYE CARE 401(K) PLAN | OMAHA NE | 196 | $33.6M | $151K |
| 5 | BNIM ARCHITECTS INC. BNIM ARCHITECTS INC. PROFIT SHARING PLAN | KANSAS CITY MO | 75 | $17.2M | $90K |
| 6 | TECHNICA LLC TECHNICA LLC 401(K) PLAN | CHARLESTON SC | 952 | $16.6M | $86K |
| 7 | ADAPTIVE BIOTECHNOLOGIES CORPORATION ADAPTIVE BIOTECHNOLOGIES CORPORATION 401(K) PLAN | SEATTLE WA | 622 | $66.3M | $72K |
| 8 | GRAND RAPIDS CHRISTIAN SCHOOLS GRAND RAPIDS CHRISTIAN SCHOOLS 403(B) TAX SHELTERED ANNUITY PLAN | GRAND RAPIDS MI | 184 | $10.0M | $70K |
| 9 | JACKSONS FOOD STORES, INC. THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN | MERIDIAN ID | 4,284 | $50.7M | $63K |
| 10 | MIZE CPAS INC. MIZE CPAS INC. 401(K) PLAN | TOPEKA KS | 307 | $36.4M | $62K |
