Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Fund, Mutual Fund in their Schedule of Assets, totaling $19.1M 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 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP ASSOCIATES 401(K) PLAN | LOS ANGELES CA | 833 | $169.6M | $2.5M |
| 2 | ST. ANNS HOME, INC. ST. ANN'S HOME, INC. RETIREMENT PLAN | METHUEN MA | 331 | $31.6M | $1.8M |
| 3 | ZOOM VIDEO COMMUNICATIONS, INC. |
SAN JOSE CA |
| 3,593 |
| $379.0M |
| $1.4M |
| 4 | THE WALTON ELECTRIC MEMBERSHIP CORPORATION THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN | MONROE GA | 270 | $66.5M | $1.3M |
| 5 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $1.3M |
| 6 | ELASTICSEARCH, INC. ELASTICSEARCH, INC. 401K PLAN | SAN FRANCISCO CA | 1,538 | $291.4M | $894K |
| 7 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $768K |
| 8 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 154 | $19.7M | $717K |
| 9 | LIVEPERSON, INC. LIVEPERSON, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 358 | $87.7M | $475K |
| 10 | ANESTHESIOLOGISTS ASSOCIATED, PC ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN | BIRMINGHAM AL | 411 | $95.5M | $470K |
