Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Cohen & Steers Real Estate Secs Inst Cohen & Steers 0 in their Schedule of Assets, totaling $1.9M 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 | EVERENCE SERVICES, LLC EVERENCE SERVICES, LLC 401(K) PLAN | GOSHEN IN | 393 | $61.4M | $997K |
| 2 | ULTRASOURCE LLC ULTRASOURCE LLC RETIREMENT PLAN | KANSAS CITY MO | 125 | $13.5M | $327K |
| 3 | MCGILL ASSOCIATES, P.A. MCGILL ASSOCIATES, P.A. PSP AND TRUST |
ASHEVILLE NC |
| 182 |
| $20.7M |
| $211K |
| 4 | GALENA ASSOCIATES, LLC GALENA ASSOCIATES 401(K) PLAN | FARMINGTON CT | 1,100 | $15.9M | $161K |
| 5 | DA/PRO RUBBER, INC. DA/PRO RUBBER, INC. 401(K) PLAN | BROKEN ARROW OK | 273 | $6.2M | $129K |
| 6 | HALVIK CORP HALVIK CORP. 401(K) PLAN | VIENNA VA | 352 | $21.0M | $53K |
| 7 | ANACONDA INC ANACONDA INC 401(K) PLAN | AUSTIN TX | 302 | $11.3M | $19K |
| 8 | FAMILY FARM & HOME, INC FAMILY FARM & HOME RETIREMENT PLAN | MUSKEGON MI | 840 | $11.4M | $10K |
| 9 | SYNC RESIDENTIAL , LLC SYNC RESIDENTIAL 401(K) | HOUSTON TX | 131 | $4.0M | $9K |
| 10 | CONSTRUCTION ONE, INC. CONSTRUCTION ONE, INC RETIREMENT PLAN | COLUMBUS OH | 79 | $8.1M | $3K |
