Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American United Life Cohen Steers Real Estate Securities Fund Z in their Schedule of Assets, totaling $15K 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 | BLOCK REAL ESTATE SERVICES LLC BLOCK REAL ESTATE SERVICES LLC 401K SAVINGS PLAN | KANSAS CITY MO | 354 | $5.7M | $15K |
