Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Real Estate Secs Mutual fund in their Schedule of Assets, totaling $394K 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 | PHE, INC. PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST | HILLSBOROUGH NC | 228 | $39.4M | $365K |
| 2 | SEATTLE HOCKEY PARTNERS LLC SEATTLE HOCKEY PARTNERS LLC 401(K) PLAN | SEATTLE WA | 287 | $10.9M | $23K |
| 3 | REDISCOVER REDISCOVER RETIREMENT PLAN |
LEES SUMMIT MO |
| 830 |
| $27.6M |
| $7K |
