Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Coheen & Steers Cohen & Steers Real Est Sec Z in their Schedule of Assets, totaling $52K 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 | PROTOTEK HOLDINGS, LLC PROTOTEK GROUP 401(K) PLAN | CONTOOCOOK NH | 238 | $8.5M | $52K |
