PlanOptica

Cohen & Steers Real Estate Securities Fund Class I

Ticker CSDIX · CUSIP 191912401 · Mutual fund · Share class: Class Instl

Matched by tickerAll Cohen & Steers fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
185
72 with $250K or more
Dollars held
$105M
69,677 of 69,862 plans with fund lines hold none
Median per plan
$153K
Share of their fund dollars
0.5%

Same fund, other share classes

127 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class ZCSZIXLow cost1,221$436M
Class Instl (this page)CSDIXLow cost185$105M
Class ACSEIXRetail / revenue sharing127$41.3M
Cohen & Steers Real Estate Securities Fund Class RCIRRXNot stated8$2.0M
Cohen & Steers Real Estate Securities Fund Class CCSCIXNot stated1$12K

Plans adding and dropping it, 2024 to 2025

Added
4 plans
$1.8M at year-end 2025
Dropped
3 plans
$4.1M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
1 plan
to another class or vehicle

Plans that moved out of it to another class or vehicle (1 plan)

Plans that moved out of it to another class or vehicle
PlanYear-end value
Arcare Retirement Plan$50M-$250M$296K to $711K

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold Cohen & Steers Real Estate Securities Fund Class I

The largest 10 plans in each list.

Sutter Health 403(b) Savings Plan$9.30B plan · Sutter Health, CA · Fidelity (FMR)$19.4M
The Pension Plan and Trust for the Employees of Bronxcare Health System$350M plan · Bronxcare Health System, NY · Principal$8.6M
Watson Clinic LLP 401(k) Profit Sharing Plan$377M plan · Watson Clinic LLP, FL · OneAmerica$6.8M
Brighthouse Services, LLC Savings Plan and Trust$398M plan · Brighthouse Services, LLC, NC · Milliman$4.3M
Holder Construction Group, LLC Profit Sharing and 401(k) Plan$229M plan · Holder Construction Group, LLC, GA · Nationwide$3.4M
Patient First 401(k) Plan$341M plan · Patient First Corporation, VA · Principal$2.9M
International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan$254M plan · IBEW Local Union No. 252 Pension Plan Joint Board of Trustees, MI · ANN Arbor Benefit Administrators$2.7M
Kent Corporation Retirement Plan$553M plan · Kent Corporation, IA · Vanguard$2.6M
The Trade Desk 401(k) Plan$412M plan · The Trade Desk, Inc., CA · Fidelity (FMR)$2.4M
Twin City Fan Retirement Savings Plan and Trust$92.2M plan · Twin City Fan Companies, Ltd., MN · Empower$2.2M

Plans whose filed schedule lists Cohen & Steers Real Estate Securities Fund Class I.

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How the filings spell it

Show 8 names seen in the filings
  • COHEN & STEERS REAL ESTATE SECURITIES I n/a
  • Cohen & Steers Cohen & Steers Real Estate Secs Inst
  • Cohen & Steers Real Estate Secs Fd I
  • Cohen & Steers Real Estate Secs I
  • Cohen & Steers Real Estate Secs Inst
  • Cohen & Steers Real Estate Securities I
  • Cohen & Steers Real Estate Securities I Mutual Funds
  • Cohen & Steers Real Estate Securities Inst