Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Fund Mutual funds in their Schedule of Assets, totaling $2.1M 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 | DYER GAROFALO MANN & SCHULTZ, LPA DYER GAROFALO MANN & SCHULTZ, LPA 401(K) PROFIT SHARING PLAN | DAYTON OH | 127 | $14.9M | $798K |
| 2 | FAMILY HEALTH CENTERS OF SAN DIEGO FAMILY HEALTH CENTERS OF SAN DIEGO TAX DEFERRED ANNUITY PLAN | SAN DIEGO CA | 2,546 | $174.8M | $607K |
| 3 | OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC |
BOCA RATON FL |
| 220 |
| $40.3M |
| $234K |
| 4 | AMERICAN GASTROENTEROLOGICAL ASSOCIATION AGA INSTITUTE RETIREMENT PLAN | BETHESDA MD | 99 | $34.6M | $172K |
| 5 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 323 | $50.4M | $93K |
| 6 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 147 | $47.9M | $81K |
| 7 | SCOTT EQUIPMENT COMPANY, LLC SCOTT COMPANIES PROFIT SHARING PLAN | MONROE LA | 350 | $59.5M | $74K |
| 8 | HARR MOTOR COMPANY AUTOMOTIVE MANAGEMENT, INC. 401(K) PLAN | MARLBORO MA | 198 | $14.4M | $70K |
| 9 | STACK CONSTRUCTION TECHNOLOGIES INC STACK CONSTRUCTION TECHNOLOGIES 401(K) PLAN | BLUE ASH OH | 95 | $4.9M | $2K |
