Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Cohen & Steers Real Estate Securities I Registered Investment Company in their Schedule of Assets, totaling $1.4M 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 | ATI RESTORATION, LLC ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN | ANAHEIM CA | 1,235 | $41.1M | $483K |
| 2 | SAINT AGNES MEDICAL PROVIDERS SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN | FRESNO CA | 94 | $20.5M | $407K |
| 3 | ACE METAL CRAFTS CO. ACE METAL CRAFTS CO 401(K) PROFIT SHARING & RETIREMENT PLAN |
BENSENVILLE IL |
| 120 |
| $9.8M |
| $203K |
| 4 | R. W. GRIFFIN FEED SEED & FERTILIZER, INC. R. W. GRIFFIN FEED SEED & FERTILIZER 401(K) PLAN | DOUGLAS GA | 489 | $23.5M | $190K |
| 5 | SILVER FALLS MSO, LLC FRONTIER DERMATOLOGY 401(K) PROFIT SHARING PLAN | SALEM OR | 560 | $28.6M | $155K |
