Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 131 U.S. retirement plans report holding Cohen&Steers Real Estate Securities Fund in their Schedule of Assets, totaling $34.9M 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 | STANDARDAERO BUSINESS AVIATION SERVICES, INC. STANDARDAERO 401K SAVINGS PLAN | SCOTTSDALE AZ | 4,335 | $364.0M | $7.2M |
| 2 | FRONT PORCH COMMUNITIES AND SERVICES FRONT PORCH RETIREMENT PLAN | GLENDALE CA | 2,900 | $127.4M | $2.2M |
| 3 | WYOMING MACHINERY COMPANY WYOMING MACHINERY COMPANY PROFIT SHARING 401(K) PLAN |
CASPER WY |
| 798 |
| $144.1M |
| $1.4M |
| 4 | POWER & TELEPHONE SUPPLY COMPANY POWER & TELEPHONE SUPPLY COMPANY 401(K) PLAN | PIPERTON TN | 283 | $97.0M | $1.3M |
| 5 | IPSOS AMERICA, INC IPSOS AMERICA , INC 401(K) PLAN | NORWALK CT | 1,923 | $398.8M | $1.2M |
| 6 | PEERLESS TECHNOLOGIES CORPORATION PEERLESS TECHNOLOGIES CORPORATION 401(K) PLAN | FAIRBORN OH | 395 | $31.7M | $1.2M |
| 7 | PROTO LABS, INC. PROTOLABS, INC. 401(K) PLAN | MAPLE PLAIN MN | 1,613 | $110.0M | $1.1M |
| 8 | CORE SPECIALTY INSURANCE SERVICES, INC. CORE SPECIALTY INSURANCE SERVICES, INC. 401(K) PLAN | CINCINNATI OH | 1,033 | $182.5M | $798K |
| 9 | UMH PROPERTIES, INC. UMH PROPERTIES, INC. 401(K) PLAN | FREEHOLD NJ | 496 | $34.2M | $712K |
| 10 | PELICAN PRODUCTS, INC. PELICAN PRODUCTS 401(K) PLAN | TORRANCE CA | 1,224 | $132.3M | $681K |
