Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Mutual fund n/a in their Schedule of Assets, totaling $1.5M 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 | WASHINGTON TOWNSHIP MEDICAL GROUP, INC. WASHINGTON TOWNSHIP MEDICAL GROUP, INC. 401K PLAN | FREMONT CA | 89 | $57.5M | $476K |
| 2 | THALHIMER, INC. THALHIMER, INC. 401(K) PLAN | GLEN ALLEN VA | 389 | $49.9M | $437K |
| 3 | HOGAN & ASSOCIATES CONSTRUCTION, INC. HOGAN & ASSOCIATES CONSTRUCTION 401(K) PROFIT SHARING PLAN |
CENTERVILLE UT |
| 356 |
| $17.2M |
| $226K |
| 4 | WOLFE PLUMBING, INC. WOLFE COMPANIES 401(K) SAVINGS PLAN | EVERETT WA | 123 | $8.0M | $136K |
| 5 | HOLIEN, INC. DBA ANZA, INCORPORATED ANZA 401K RETIREMENT SAVINGS PLAN | WATERTOWN SD | 362 | $14.0M | $131K |
| 6 | PERSONA SIGNS, LLC PERSONA SIGNS, LLC 401(K) RETIREMENT SAVINGS PLAN | WATERTOWN SD | 400 | $20.5M | $89K |
| 7 | BLUE TECHNOLOGIES, INC. BLUE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEVELAND OH | 176 | $16.3M | $6K |
