Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Real Estate Securities I Mutual Fund N/A in their Schedule of Assets, totaling $2.6M 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 | CLAAS OF AMERICA INC. CLAAS EMPLOYEES' SAVINGS PLAN | OMAHA NE | 365 | $52.9M | $1.5M |
| 2 | MCDONALD CARANO LLP MCDONALD CARANO LLP PROFIT SHARING PLAN | RENO NV | 116 | $65.3M | $976K |
| 3 | HYDE ENGINEERING + CONSULTING, INC. HYDE ENGINEERING + CONSULTING, INC. 401(K) PLAN |
BOULDER CO |
| 93 |
| $24.7M |
| $104K |
| 4 | SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION D/B/A CHEROKEE REGIONAL MED CHEROKEE REGIONAL MEDICAL CENTER TAX DEFERRED ANNUITY PLAN | CHEROKEE IA | 279 | $22.4M | $68K |
