Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Cohen & Steers Realty Mutual fund in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHANNON & WILSON, INC. SHANNON & WILSON, INC. PS RETIREMENT & 401(K) PLAN AND TRUST | SEATTLE WA | 373 | $129.9M | $1.7M |
| 2 | QUANTECH SERVICES, INC. QUANTECH SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST | LEXINGTON MA | 245 | $55.4M | $860K |
| 3 | VALLEY SENIOR LIVING |
GRAND FORKS ND |
| 491 |
| $34.5M |
| $758K |
| 4 | PRINCETON PROPERTIES MANAGEMENT, INC. PRINCETON PROPERTIES MANAGEMENT, INC. RETIREMENT PLAN | LOWELL MA | 207 | $24.6M | $308K |
| 5 | TRI-UNION FROZEN PRODUCTS, INC. CHICKEN OF THE SEA FROZEN FOODS SAVINGS INVESTMENT PLAN | EL SEGUNDO CA | 112 | $20.7M | $167K |
| 6 | APPLE VALLEY FORD, INC. APPLE VALLEY FORD RETIREMENT SAVINGS PLAN | APPLE VALLEY MN | 711 | $33.9M | $115K |
| 7 | PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON TX | 137 | $53.7M | $98K |
| 8 | TRI-UNION SEAFOODS, LLC CHICKEN OF THE SEA INTERNATIONAL SAVINGS INVESTMENT PLAN | EL SEGUNDO CA | 318 | $16.1M | $65K |
| 9 | CHRISTIAN FOODS II, LC CHRISTIAN FOODS II, LC 401(K) PLAN | WELDON SPRING MO | 268 | $5.2M | $62K |
| 10 | HIGHSPOT, INC. HIGHSPOT, INC. 401(K) PLAN | SEATTLE WA | 475 | $55.9M | $41K |
