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 Mutual funds in their Schedule of Assets, totaling $406K 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 | MCGREGOR METAL HOLDINGS LLC MCGREGOR METALWORKING COMPANIES 401(K) PROFIT SHARING PLAN | SPRINGFIELD OH | 250 | $11.4M | $264K |
| 2 | FIRSTBANC OF ALABAMA, INCORPORATED FIRSTBANC OF ALABAMA INCORPORATED 401(K) PLAN | TALLADEGA AL | 136 | $11.2M | $62K |
| 3 | FLORIDA REALTORS |
ORLANDO FL |
| 147 |
| $29.9M |
| $47K |
| 4 | PETERSEN PRECISION ENGINEERING, LLC PETERSEN PRECISION ENGINEERING, LLC 401(K) SAVINGS PLAN | REDWOOD CITY CA | 158 | $12.9M | $33K |
