Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Cohenstrs Realest Sec Inst Mutual Funds in their Schedule of Assets, totaling $406K 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 | NETWORK ADJUSTERS, INCORPORATED NETWORK ADJUSTERS, INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | FARMINGDALE NY | 166 | $17.7M | $128K |
| 2 | LACALLE GROUP, LLC LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN | AUSTIN TX | 150 | $20.9M | $124K |
| 3 | DATAMENTORS, LLC |
WESLEY CHAPEL FL |
| 0 |
| $0 |
| $70K |
| 4 | COULSON AVIATION (USA), INC. COULSON AVIATION (USA), INC. 401(K) PLAN | PORTLAND OR | 171 | $10.1M | $46K |
| 5 | COSMETIC SOLUTIONS, LLC COSMETIC SOLUTIONS, LLC 401(K) PLAN | BOCA RATON FL | 105 | $3.4M | $29K |
| 6 | THE PRIORITY CENTER, ENDING THE CYCLE OF GENERATIONAL TRAUMA THE PRIORITY CENTER 403(B) PLAN | SANTA ANA CA | 118 | $2.6M | $8K |