Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Cohen and Steers Cohen and Steers Real Estate Securities Z in their Schedule of Assets, totaling $775K 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 | THE BREARLEY SCHOOL THE BREARLEY SCHOOL RETIREMENT PLAN | NEW YORK NY | 364 | $139.1M | $775K |
