Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding COHEN & STEERS US REALTY RS FD in their Schedule of Assets, totaling $291K 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 | BANK FIVE NINE BANK FIVE NINE 401(K) PLAN | OCONOMOWOC WI | 331 | $36.0M | $194K |
| 2 | KARE PARTNERS BILLING & OPERATIONS, INC. COMPLEAT REHAB SERVICES 401(K) PLAN | GASTONIA NC | 340 | $5.0M | $53K |
| 3 | LIVANTA LLC LEADER 401(K) PLAN |
| 412 |
| $2.6M |
| $26K |
| 4 | HAI HOSPITALITY GROUP, LLC HAI HOSPITALITY GROUP, LLC 401(K) PLAN | AUSTIN TX | 1,083 | $3.8M | $18K |