Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding COHEN&STEERS COHEN STEERS REAL EST SEC Z MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $372K 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 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $194K |
| 2 | FRESCA HOLDING COMPANY LLC FRESCA FOODS 401K PLAN | LOUISVILLE CO | 396 | $7.4M | $83K |
| 3 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN |
KIMBERLY ID |
| 225 |
| $6.6M |
| $60K |
| 4 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN | KIMBERLY ID | 344 | $3.5M | $36K |
