Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Registered Investment Company in their Schedule of Assets, totaling $2.2M 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 | EVERSANA EVERSANA 401(K) PLAN | OVERLAND PARK KS | 3,647 | $348.1M | $2.0M |
| 2 | LBM ADVANTAGE INC LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW WINDSOR NY | 121 | $26.3M | $272K |
| 3 | RECOVERY RESOURCES 403(B) THRIFT PLAN FOR RECOVERY RESOURCES |
CLEVELAND OH |
| 87 |
| $2.8M |
| $3K |
