Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Cohen & Steers Real Estate Securities I Mutual fund -- in their Schedule of Assets, totaling $6.2M 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 | SRS DISTRIBUTION INC. SRS DISTRIBUTION INC. 401(K) PLAN | MCKINNEY TX | 10,432 | $574.8M | $2.4M |
| 2 | THE TRADE DESK, INC. THE TRADE DESK 401(K) PLAN | VENTURA CA | 2,206 | $298.5M | $2.1M |
| 3 | PANOLAM INDUSTRIES INTERNATIONAL PANOLAM INDUSTRIES INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN |
SHELTON CT |
| 411 |
| $38.2M |
| $450K |
| 4 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $243K |
| 5 | DWAYNE NASH INDUSTRIES, INC. KODIAK ROOFING & WATERPROOFING CO. 401(K) PLAN | ROSEVILLE CA | 202 | $11.9M | $201K |
| 6 | PDS ADMINISTRATION COMPANY, INC. PDS ADMINISTRATION COMPANY, INC. RETIREMENT SAVINGS PLAN | DUBLIN OH | 200 | $13.6M | $148K |
| 7 | UNIVERSITY PHYSICIANS ASSOCIATION INC UPA 401(K) SAVINGS PLAN | KNOXVILLE TN | 1,075 | $39.6M | $140K |
| 8 | CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON MA | 97 | $32.1M | $93K |
| 9 | NUGGET MARKET, INC. NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 1,778 | $126.0M | $80K |
| 10 | AVESTA HOUSING DEVELOPMENT CORP. AVESTA HOUSING DEVELOPMENT CORP. 401(K) PLAN | PORTLAND ME | 258 | $12.0M | $71K |
