Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Cohen & Steers Real Estate Securities I in their Schedule of Assets, totaling $8.4M 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 | TWIN CITY FAN COMPANIES, LTD. TWIN CITY FAN RETIREMENT SAVINGS PLAN AND TRUST | PLYMOUTH MN | 970 | $83.2M | $2.1M |
| 2 | UNIVERSAL AVIONICS SYSTEMS CORPORATION UNIVERSAL AVIONICS SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN | TUCSON AZ | 333 | $64.8M | $1.3M |
| 3 | FIRST AMERICAN BANK CORPORATION |
ELK GROVE VILLAGE IL |
| 879 |
| $197.8M |
| $956K |
| 4 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 534 | $189.4M | $730K |
| 5 | AXCESS FINANCIAL SERVICES, INC. THE AXCESS FINANCIAL 401K PLAN | CINCINNATI OH | 1,109 | $51.8M | $538K |
| 6 | TAMIAMI FORD, INC. TAMIAMI FORD, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 203 | $9.6M | $533K |
| 7 | TENOVA, INC. TENOVA, INC. 401(K) PLAN | CORAOPOLIS PA | 77 | $36.7M | $446K |
| 8 | POCKET NURSE ENTERPRISES, LLC POCKET NURSE 401(K) PROFIT SHARING PLAN | MONACA PA | 102 | $15.9M | $411K |
| 9 | AQUARION WATER COMPANY SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY | BRIDGEPORT CT | 381 | $108.0M | $307K |
| 10 | GARDINER & THEOBALD INC. GARDINER & THEOBALD INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 254 | $22.7M | $297K |
