Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Cohen & Steers Rlty Mutual Fund in their Schedule of Assets, totaling $8.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $1.2M |
| 2 | NUMERICA CREDIT UNION NUMERICA CREDIT UNION RETIREMENT PLAN | SPOKANE VALLEY WA | 664 | $87.9M | $1.0M |
| 3 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN |
ALPHARETTA GA |
| 409 |
| $298.1M |
| $996K |
| 4 | WHEATON EYE CLINIC, LTD. WHEATON EYE CLINIC, LTD. 401(K) PROFIT SHARING PLAN | WHEATON IL | 214 | $54.8M | $926K |
| 5 | LUMSDEN & MCCORMICK, LLP LUMSDEN & MCCORMICK, LLP 401(K) PLAN | BUFFALO NY | 132 | $55.6M | $624K |
| 6 | THE POKEMON COMPANY INTERNATIONAL, INC. THE POKEMON COMPANY INTERNATIONAL, INC. 401(K) PLAN | BELLEVUE WA | 998 | $172.1M | $548K |
| 7 | UNITED EDUCATORS MANAGEMENT COMPANY UNITED EDUCATORS MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | BETHESDA MD | 230 | $83.3M | $512K |
| 8 | TRUMBULL INDUSTRIES, INC. TRUMBULL INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING PLAN | WARREN OH | 260 | $19.0M | $351K |
| 9 | QUESTOR CORP QUESTOR 401(K) PLAN | RENO NV | 49 | $23.0M | $346K |
| 10 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $330K |
