Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen and Steers Real Estate Securities Inc. Class Z in their Schedule of Assets, totaling $34.0M 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 | VIRTUA HEALTH, INC. VIRTUA 401(K) SAVINGS PLAN | MARLTON NJ | 13,739 | $1.2B | $31.5M |
| 2 | EASTER SEALS NEW HAMPSHIRE, INC. EASTER SEALS NEW HAMPSHIRE SECTION 403(B) PLAN | MANCHESTER NH | 1,577 | $39.6M | $1.1M |
| 3 | TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN |
SAN FRANCISCO CA |
| 458 |
| $21.6M |
| $511K |
| 4 | U.S. LEGAL SUPPORT, INC. US LEGAL SUPPORT, INC. 401(K) PLAN | HOUSTON TX | 807 | $42.2M | $288K |
| 5 | INSPIRA HEALTH NETWORK MEDICAL GROUP, P.C. INSPIRA MEDICAL GROUP 401(K) PLAN | BRIDGETON NJ | 231 | $30.5M | $222K |
| 6 | BROADVIEW INVESTMENTS, LLC PHARMA TECH INDUSTRIES 401(K) PLAN | ROYSTON GA | 188 | $9.6M | $181K |
| 7 | OPEX CORPORATION OPEX CORPORATION 401K PROFIT SHARING PLAN | MOORESTOWN NJ | 1,418 | $194.2M | $164K |
