Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Cohen & Steers C&S Real Estate Z in their Schedule of Assets, totaling $5.4M 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 | ASBURY AUTOMOTIVE GROUP LLC ASBURY AUTOMOTIVE RETIREMENT SAVINGS PLAN | DULUTH GA | 15,375 | $741.2M | $2.8M |
| 2 | LANSING BUILDING PRODUCTS, LLC LANSING BUILDING PRODUCTS, LLC 401K PLAN | RICHMOND VA | 1,865 | $125.6M | $661K |
| 3 | HUNTER ROBERTS CONSTRUCTION GROUP, LLC |
NEW YORK NY |
| 312 |
| $119.2M |
| $569K |
| 4 | EVERBRIDGE, INC. EVERBRIDGE, INC. 401(K) PROFIT SHARING PLAN & TRUST | VIENNA VA | 680 | $92.5M | $465K |
| 5 | BOWDITCH & DEWEY, LLP BOWDITCH & DEWEY PROFIT SHARING PLAN | WORCESTER MA | 118 | $70.2M | $217K |
| 6 | FAROUK SYSTEMS INC. FAROUK SYSTEMS, INC. 401(K) PLAN | HOUSTON TX | 769 | $15.4M | $167K |
| 7 | HOEHN MOTORS, INC. THE HOEHN RETIREMENT PLAN | CARLSBAD CA | 412 | $26.0M | $157K |
| 8 | THE RED GATE GROUP, LIMITED RED GATE GROUP 401(K) PROFIT SHARING PLAN | CHANTILLY VA | 85 | $8.8M | $92K |
| 9 | IOVINO ENTERPRISES, LLC IOVINO ENTERPRISES, LLC 401(K) PLAN | GREAT NECK NY | 401 | $50.0M | $85K |
| 10 | TPI COMPOSITES, INC. TPI COMPOSITES, INC. 401(K) PLAN | SCOTTSDALE AZ | 336 | $28.1M | $51K |
