Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Cohen Steers Cohen Steers Real Est Sec Z in their Schedule of Assets, totaling $4.4M 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 | NATIONAL FOUNDATION FOR THE CDC, INC. NAT'L FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL/PREVENTION INC DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 1,027 | $68.1M | $1.5M |
| 2 | AMERICAN PHYSICAL SOCIETY AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | COLLEGE PARK MD | 359 | $142.7M | $1.3M |
| 3 |
GLENS FALLS NY |
| 2,305 |
| $277.5M |
| $656K |
| 4 | SPORTSMEDIA TECHNOLOGY CORPORATION SMT 401(K) PLAN | DURHAM NC | 453 | $40.9M | $189K |
| 5 | FRAUNHOFER USA FRAUNHOFER USA 403(B) PLAN | PLYMOUTH MI | 67 | $18.4M | $171K |
| 6 | OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA KS | 392 | $41.3M | $155K |
| 7 | CASSENA CARE, LLC CROSSWAY 401(K) PLAN | WOODBURY NY | 2,868 | $97.4M | $149K |
| 8 | THE COLBURN SCHOOL THE COLBURN SCHOOL TDA / DC PLAN | LOS ANGELES CA | 354 | $34.1M | $143K |
| 9 | COMMUNITIES IN SCHOOLS OF HOUSTON INC. COMMUNITIES IN SCHOOLS OF HOUSTON INC 403B DC PLAN | HOUSTON TX | 233 | $8.1M | $86K |
| 10 | MCCARTER THEATRE COMPANY MCCARTER THEATRE RETIREMENT PLAN | PRINCETON NJ | 88 | $17.7M | $61K |
