Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate Securities Fund;Z in their Schedule of Assets, totaling $3.5M 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 | PIH HEALTH, INC PIH HEALTH, INC. 403(B) PLAN | WHITTIER CA | 7,342 | $423.3M | $1.7M |
| 2 | THE NEW YORK BLOWER COMPANY THE NEW YORK BLOWER COMPANY PROFIT SHARING PLAN AND TRUST | WILLOWBROOK IL | 567 | $73.2M | $892K |
| 3 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN |
WHITTER CA |
| 7,079 |
| $193.6M |
| $286K |
| 4 | PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,228 | $234.7M | $158K |
| 5 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $134K |
| 6 | ALLEN & OVERY, LLP ALLEN & OVERY ASSOCIATES 401(K) PLAN | NEW YORK NY | 297 | $45.2M | $116K |
| 7 | GEOPOINT SURVEYING INC GEOPOINT SURVEYING INC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 251 | $6.5M | $71K |
| 8 | MENNO HAVEN, INC. MENNO HAVEN, INC. 403(B) PLAN | CHAMBERSBURG PA | 262 | $19.7M | $48K |
| 9 | SPONSORS FOR EDUCATIONAL OPPORTUNITY SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) PLAN | NEW YORK NY | 247 | $19.6M | $32K |
| 10 | VASINDAS AROUND THE CLOCK GOLDEN STATE RETIREMENT PLAN MEP BY VASINDAS AROUND THE CLOCK | BAKERSFIELD CA | 118 | $5.2M | $22K |
