Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding C&S Real Estate Z Registered investment company in their Schedule of Assets, totaling $3.8M 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 | SEWARD & KISSEL LLP SEWARD & KISSEL QUALIFIED RETIREMENT PLAN MASTER TRUST | NEW YORK NY | — | $319.3M | $1.8M |
| 2 | CONSENSUS CLOUD SERVICES LLC CONSENSUS RETIREMENT PLAN | LOS ANGELES CA | 401 | $44.5M | $609K |
| 3 | WILLIAM H. GATES III CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN |
KIRKLAND WA |
| 163 |
| $92.2M |
| $557K |
| 4 | SCHNUCK MARKETS, INC. SCHNUCK MARKETS, INC. MASTER TRUST | ST. LOUIS MO | — | $296.0M | $305K |
| 5 | WATERMARK ESTATE MANAGEMENT SERVICES, LLC WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN | KIRKLAND WA | 109 | $59.9M | $174K |
| 6 | GATES VENTURES, LLC GATES VENTURES, LLC 401(K) PLAN | KIRKLAND WA | 131 | $44.7M | $110K |
| 7 | VERIMATRIX, INC. VERIMATRIX 401(K) PLAN | SAN DIEGO CA | 74 | $14.7M | $99K |
| 8 | VARICENT US OPCO CORPORATION VARICENT US OPCO CORPORATION 401(K) PLAN | BOSTON MA | 115 | $12.6M | $59K |
| 9 | TEAM ONE CONTRACT SERVICES TEAM ONE CONTRACT SERVICES 401(K) PLAN | ALPHARETTA GA | 1,017 | $7.9M | $30K |
| 10 | THE CLUB AT IBIS PROPERTY OWNER'S ASSOCIATION, INC. D/B/A THE CLUB AT IBIS 401(K) RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 539 | $12.9M | $15K |
