Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate Securities Fund; Class Z in their Schedule of Assets, totaling $5.3M 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 | WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES WAICU RETIREMENT READINESS PLAN | MADISON WI | 1,904 | $418.0M | $2.1M |
| 2 | ARMSTRONG COUNTY MEMORIAL HOSPITAL ARMSTRONG COUNTY MEMORIAL HOSPITAL RETIREMENT INCOME PLAN | KITTANNING PA | 167 | $25.0M | $814K |
| 3 | FOUNDATION FOR EDUCATIONAL SERVICES, INC. |
LINCOLN NE |
| 177 |
| $92.0M |
| $675K |
| 4 | WAFRA INC. WAFRA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 166 | $72.6M | $645K |
| 5 | LOUISIANA WORKERS' COMPENSATION CORPORATION LOUISIANA WORKERS' COMPENSATION CORPORATION 401K SAVINGS PLAN | BATON ROUGE LA | 202 | $72.8M | $415K |
| 6 | REEDS JEWELERS, INC. REEDS JEWELERS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | WILMINGTON NC | 753 | $34.9M | $290K |
| 7 | REDWOOD LIVING, INC. REDWOOD LIVING, INC. 401(K) PLAN | INDEPENDENCE OH | 605 | $22.9M | $134K |
| 8 | TK SERVICES, INC. SONSRAY 401(K) PROFIT SHARING PLAN | TORRANCE CA | 618 | $36.0M | $99K |
| 9 | CITRUS WORLD, INC. CITRUS WORLD, INC. 401(K) RETIREMENT PLAN | LAKE WALES FL | 642 | $83.5M | $99K |
