Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Cohen & Steers Real Estate Sec in their Schedule of Assets, totaling $45.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | H.E.BUTT GROCERY COMPANY H-E-B SAVINGS & RETIREMENT PLAN | SAN ANTONIO TX | 113,055 | $4.3B | $45.0M |
| 2 | E.S. WAGNER COMPANY E.S. WAGNER COMPANY RETIREMENT PLAN AND TRUST | OREGON OH | 223 | $23.7M | $75K |
| 3 | WINSTON COUNTY MEDICAL FOUNDATION WINSTON COUNTY MEDICAL FOUNDATION 403(B) RETIREMENT PLAN |
LOUISVILLE MS |
| 242 |
| $11.5M |
| $60K |
| 4 | THE EBY GROUP, INC. BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN | OLATHE KS | 1,857 | $16.0M | $34K |
| 5 | GEORGIAN COURT UNIVERSITY GEORGIAN COURT UNIVERSITY RETIREMENT PLAN | LAKEWOOD NJ | 256 | $74.3M | $26K |
| 6 | TAMPA BAY VETERINARY OPERATIONS HOLDING, LLC TAMPA BAY VETERINARY OPERATIONS 401(K) PLAN | TAMPA FL | 176 | $5.7M | $8K |
