Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding C&S Real Estate Z Mutual fund - in their Schedule of Assets, totaling $7.9M 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 | 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 | PAVION CORP. PAVION CORP. 401(K) PLAN | CHANTILLY VA | 2,303 |
| $184.0M |
| $544K |
| 4 | BRACEWELL LLP BRACEWELL LLP 401(K) PLAN B | HOUSTON TX | 169 | $93.3M | $414K |
| 5 | MANAGEMENT CONCEPTS MANAGEMENT CONCEPTS, INC. 401(K) SAVINGS PLAN | VIENNA VA | 255 | $50.9M | $407K |
| 6 | COMPLETE GENOMICS INC. COMPLETE GENOMICS 401(K) PLAN | SAN JOSE CA | 180 | $45.5M | $356K |
| 7 | CROSSOVER HEALTH MANAGEMENT SERVICES, INC. CROSSOVER HEALTH 401(K) PLAN | SAN CLEMENTE CA | 1,231 | $76.6M | $351K |
| 8 | RPM LIVING, LLC RPM LIVING, LLC 401(K) PLAN | AUSTIN TX | 4,973 | $64.4M | $311K |
| 9 | ATX NETWORKS (DALLAS) CORP. ATX NETWORKS 401(K) PLAN | DULUTH GA | 112 | $27.9M | $309K |
| 10 | REMINGTON PRODUCTS COMPANY REMINGTON PRODUCTS COMPANY 401(K) PLAN AND TRUST | WADSWORTH OH | 194 | $23.6M | $240K |
