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 Securities Fund I in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KLX ENERGY SERVICES HOLDINGS, INC KLX ENERGY SERVICES 401(K) PLAN | HOUSTON TX | 1,694 | $98.3M | $605K |
| 2 | KLX ENERGY SERVICES HOLDINGS, INC KLX ENERGY SERVICES 401(K) PLAN | HOUSTON TX | 1,860 | $83.9M | $528K |
| 3 | CFP FIRE PROTECTION, INC. CFP FIRE PROTECTION, INC. 401(K) SAVINGS PLAN |
IRVINE CA |
| 197 |
| $10.4M |
| $277K |