Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate Securities Class Z in their Schedule of Assets, totaling $286K 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 | COULTER VENTURES LLC DBA ROGUE FITNESS ROGUE FITNESS 401(K) PLAN | COLUMBUS OH | 562 | $16.8M | $179K |
| 2 | FREEMAN HEALTH SYSTEM FREEMAN RETIREMENT PLAN | JOPLIN MO | 4,631 | $119.6M | $107K |
