Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Cohen & Steers Rlty Mutual Fund in their Schedule of Assets, totaling $7.0M 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 | 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 | THE POKEMON COMPANY INTERNATIONAL, INC. THE POKEMON COMPANY INTERNATIONAL, INC. 401(K) PLAN | BELLEVUE WA | 998 | $172.1M | $548K |
| 5 | UNITED EDUCATORS MANAGEMENT COMPANY UNITED EDUCATORS MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | BETHESDA MD | 230 | $83.3M | $512K |
| 6 | TRUMBULL INDUSTRIES, INC. TRUMBULL INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING PLAN | WARREN OH | 260 | $19.0M | $351K |
| 7 | QUESTOR CORP QUESTOR 401(K) PLAN | RENO NV | 49 | $23.0M | $346K |
| 8 | 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 |
| 9 | MITUTOYO RESEARCH & DEVELOPMENT AMERICA, INC. MITUTOYO RESEARCH & DEVELOPMENT AMERICA, INC. EMPLOYEES' 401(K) RETIREMENT PLAN AND TRUST | KIRKLAND WA | 93 | $45.3M | $290K |
| 10 | OSF INTERNATIONAL, INC. OSF INTERNATIONAL 401(K) PLAN | PORTLAND OR | 1,199 | $20.7M | $288K |
