Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen Steers Cohen Steers Real Estate Secs Z in their Schedule of Assets, totaling $2.2M 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 | NEWPORT GROUP, INC. TWELVE POINTS POOLED EMPLOYER PLAN | FOLSOM CA | 1,164 | $49.8M | $794K |
| 2 | UNITED WAY OF GREATER ATLANTA, INC. THE PENSION PLAN OF UNITED WAY OF GREATER ATLANTA, INC. | ATLANTA GA | 57 | $17.3M | $618K |
| 3 | PUBLIC HEALTH INSTITUTE PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN |
OAKLAND CA |
| 899 |
| $276.2M |
| $504K |
| 4 | ANTECH SYSTEMS, INC. ANTECH SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE VA | 170 | $32.7M | $206K |
| 5 | IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC 401K PS PLAN | IMPERIAL CA | 237 | $11.9M | $83K |
| 6 | BAYWA R.E. SOLAR PROJECTS, LLC BAYWA R.E. SOLAR PROJECTS, LLC 401(K) PLAN | CARLSBAD CA | 157 | $16.3M | $36K |
| 7 | REGO INTERMEDIATE HOLDINGS COMPANY LLC REGO RESTAURANTS 401(K) PLAN | DENVER CO | 1,030 | $19.0M | $3K |
