COHEN & STEERS
70 known aliases resolved via the canonical alias map
Market position · 2024
Plans served121+7 YoYRank #168 of mapped providers
Assets under administration$57.0B0.1%Market share · rank #289
Fees received$5MMedian $5,178/planSum across Schedule C direct + indirect
Net wins YoY+519 won · 14 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical COHEN & STEERS plan look like?
Service mix · median fees per plan
Count of plans where COHEN & STEERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 64 | $0 | |
Legal; Direct payment from the planCode 29 | 50 | $44,998 | |
Trustee (bank, trust company, or similar financial institution); Float revenue; Investment advisory (plan); Trustee (directed); Other services; Distribution (12b-1) fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Redemption fees; Investment management fees paid indirectly by plan; Direct payment from the plan; Recordkeeping fees; Shareholder servicing fees; Participant loan processingCode 15 | 2 | $0 | |
Accounting (including auditing)Code 10 | 1 | $34,125 | |
Trustee (individual); Direct payment from the plan; Trustee (discretionary)Code 20 | 1 | $55,429 | |
Shareholder servicing fees; Employee (plan)Code 30 | 1 | $0 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 | |
Other investment fees and expensesCode 72 | 1 | $0 |
Competitor overlap
Percent of COHEN & STEERS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under COHEN & STEERS.
| Sponsor | From | Assets |
|---|---|---|
AETNA INC.CT · 232229683-003 | ARROWSTREET CAPITAL | $5.2B |
ELECTRICIANS ANNUITY FUND IBEW LOCAL 456NJ · 222180156-001 | PRIAC | $356M |
TRUSTEES OF PLUMBERS LOCAL 773 PENSION PLANNY · 237114547-001 | ATALANTA SOSNOFF | $103M |
THE NEUROMEDICAL CENTER, INC.LA · 720827144-002 | KT ADMINISTRATORS, LLC | $52M |
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC.MI · 475435846-004 | (new plan) | $43M |
HEALTHMAP SOLUTIONS, INC.FL · 463618409-001 | T ROWE PRICE RPS INC | $16M |
STRATA PRODUCTS WORLDWIDE LLCGA · 261736531-001 | T ROWE PRICE RPS INC | $13M |
OVERSEAS HARDWOODS COMPANYAL · 630709276-001 | EMPLOYEE FIDUCIARY, LLC | $12M |
GEO-HYDRO ENGINEERS, INC.GA · 581393781-001 | (new plan) | $12M |
ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENTCO · 841383042-001 | T ROWE PRICE RPS INC | $10M |
Plans lost in 2024
Appeared last year under COHEN & STEERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UPTODATE, INC | $16.2B |
BOARD OF TRUSTEESNY · 131764242-001 | HOTEL AND GAMING TRADES COUNCIL | $2.3B |
MARITZ HOLDINGS INC.MO · 430393480-002 | T ROWE PRICE RPS INC | $401M |
LOCAL 463 PENSION FUND BOARD OF TRUSTEESNY · 111800729-001 | JEAN ADAMS-MENCIK | $87M |
QUANTUM IMAGING & THERAPEUTIC ASSOCIATES, INC.PA · 251792806-002 | STRATEGIC ADVISORS, INC. | $66M |
VICE MEDIA ACQUISITION, LLCNY · 931995795-001 | SENTINEL PENSION ADVISORS | $64M |
PATHAI, INC.MA · 811778508-001 | COMMONWEALTH FINANCIAL NETWORK | $35M |
DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.FL · 592049716-001 | T ROWE PRICE RPS INC | $26M |
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKPA · 146033598-001 | PIMCO FUNDS | $21M |
MANTHEI, INC.MI · 381858891-001 | T ROWE PRICE RPS INC | $16M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | $8.0B | 33,824 | $102,181 | 10y | 1 |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $244,582 | 10y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $168,172 | 6y | - |
AETNA INC.CT · 232229683-003 | $5.2B | 49,504 | $49,706 | 1y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $71,085 | 9y | - |
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | $3.2B | 52,611 | $370,998 | 8y | - |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $219,870 | 10y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $48,302 | 2y | - |
TRUSTEES OF NYS TEAMSTERS CONFERENCENY · 166063585-074 | $2.8B | 32,657 | $170,750 | 2y | - |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | $2.4B | 12,427 | $77,381 | 8y | - |
Flag exposure
89.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (70)
Raw Schedule C names collapsed into COHEN & STEERS.
- COHEN & BUCKMANN, P.C.
- COHEN & GRESSER LLP
- COHEN & GRIGSBY, P.C.
- COHEN & SCHAFFER
- COHEN & STEER FUNDS
- COHEN & STEERS
- COHEN & STEERS - LARGE CAP VALUE
- COHEN & STEERS CAPITAL
- COHEN & STEERS CAPITAL INC
- COHEN & STEERS CAPITAL MANAGEMENT
- COHEN & STEERS CAPITAL MANAGEMENT I
- COHEN & STEERS CAPITAL MANAGEMENT,
- COHEN & STEERS CAPITAL MGMT INC
- COHEN & STEERS CAPITAL MGMT, INC.
- COHEN & STEERS CAPITAL MGT
- COHEN & STEERS CAPITAL MGT, INC
- COHEN & STEERS CAPITAL MGT, INC.
- COHEN & STEERS FUNDS
- COHEN & STEERS GLOBAL R
- COHEN & STEERS PFD
- COHEN & STEERS, INC
- COHEN & STREETS
- COHEN &STEERS
- COHEN 7 STEERS
- COHEN AND STEERS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for COHEN & STEERS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 1.65% | 7.76% | -6.11 pp |
| Fidelity bond gap | 6 | 4.96% | 26.94% | -21.98 pp |
| Late contributions | 24 | 19.83% | 1.71% | +18.12 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 14 | 11.57% | 1.76% | +9.81 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with COHEN & STEERS. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).