Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Real Estate Sec Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | EASTERN METAL SUPPLY, INC. EASTERN METAL SUPPLY, INC. 401(K) PROFIT SHARING PLAN | LAKE WORTH FL | 850 | $49.6M | $1.2M |
| 2 | MG2 CORPORATION MG2 CORPORATION PROFIT SHARING RETIREMENT PLAN | SEATTLE WA | 388 | $50.3M | $224K |
| 3 | HAAS OUTDOORS, INC. HAAS OUTDOORS, INC. PROFIT SHARING & 401(K) PLAN |
WEST POINT MS |
| 96 |
| $20.7M |
| $53K |
| 4 | GRANDVILLE CALVIN CHRISTIAN SCHOOLS GRANDVILLE CALVIN CHRISTIAN SCHOOLS 403(B) PLAN | GRANDVILLE MI | 106 | $3.4M | $25K |
