Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate Sec Z # in their Schedule of Assets, totaling $7.4M 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 | GRANITE TELECOMMUNICATIONS, LLC GRANITE TELECOMMUNICATIONS 401(K) PLAN | QUINCY MA | 1,979 | $198.4M | $2.0M |
| 2 | RACETRAC, INC. RACETRAC, INC. 401(K) PLAN | ATLANTA GA | 9,590 | $156.8M | $1.3M |
| 3 | SCHENKER, INC SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN |
CHESAPEAKE VA |
| 8,670 |
| $464.9M |
| $994K |
| 4 | UNITED CONTRACTORS MIDWEST, INC. UNITED CONTRACTORS MIDWEST, INC. 401(K) RETIREMENT SAVINGS PLAN | SPRINGFIELD IL | 207 | $57.1M | $610K |
| 5 | LEONARD'S EXPRESS, INC. LEONARD'S EXPRESS, INC. 401(K) SAVINGS PLAN | FARMINGTON NY | 585 | $29.9M | $559K |
| 6 | EYE SURGEONS OF RICHMOND, INC. EYE SURGEONS OF RICHMOND, INC. PROFIT SHARING PLAN & TRUST | RICHMOND VA | 335 | $68.8M | $487K |
| 7 | MARYLAND INSTITUTE COLLEGE OF ART MARYLAND INSTITUTE COLLEGE OF ART DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | BALTIMORE MD | 400 | $119.9M | $370K |
| 8 | KODAK ALARIS INC. KODAK ALARIS RETIREMENT SAVINGS PLAN | ROCHESTER NY | 744 | $168.4M | $354K |
| 9 | CP KELCO U.S. INC. CP KELCO NONUNION 401(K) RETIREMENT SAVINGS PLAN | HOFFMAN ESTATES IL | 334 | $101.7M | $179K |
| 10 | MICCOSUKEE TRIBE OF INDIANS OF FLORIDA MICCOSUKEE TRIBE OF INDIANS OF FLORIDA 401(K) PLAN | MIAMI FL | 1,172 | $45.3M | $97K |