Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding C&S Real Estate Z Mutual fund - in their Schedule of Assets, totaling $9.1M 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 | TANIUM INC. TANIUM INC. 401(K) PLAN | EMERYVILLE CA | 1,526 | $229.1M | $1.8M |
| 2 | BRACEWELL LLP BRACEWELL LLP 401(K) PLAN A | HOUSTON TX | 412 | $258.0M | $1.6M |
| 3 | PSEMI CORPORATION PSEMI CORPORATION 401(K) PLAN | SAN DIEGO CA |
| 539 |
| $121.1M |
| $796K |
| 4 | PAVION CORP. PAVION CORP. 401(K) PLAN | CHANTILLY VA | 2,303 | $184.0M | $544K |
| 5 | BRACEWELL LLP BRACEWELL LLP 401(K) PLAN B | HOUSTON TX | 169 | $93.3M | $414K |
| 6 | MANAGEMENT CONCEPTS MANAGEMENT CONCEPTS, INC. 401(K) SAVINGS PLAN | VIENNA VA | 255 | $50.9M | $407K |
| 7 | KLARQUIST SPARKMAN, LLP KLARQUIST SPARKMAN, LLP 401(K) RETIREMENT PLAN | PORTLAND OR | 146 | $76.4M | $393K |
| 8 | COMPLETE GENOMICS INC. COMPLETE GENOMICS 401(K) PLAN | SAN JOSE CA | 180 | $45.5M | $356K |
| 9 | CROSSOVER HEALTH MANAGEMENT SERVICES, INC. CROSSOVER HEALTH 401(K) PLAN | SAN CLEMENTE CA | 1,231 | $76.6M | $351K |
| 10 | RPM LIVING, LLC RPM LIVING, LLC 401(K) PLAN | AUSTIN TX | 4,973 | $64.4M | $311K |
