Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate Securities Z a in their Schedule of Assets, totaling $233K 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 | THE BUNTIN GROUP, INC. THE BUNTIN GROUP, INC. EMPLOYEES 401(K) PLAN | NASHVILLE TN | 72 | $12.8M | $123K |
| 2 | NTA, INC. NTA, INC. 401(K) PLAN | HUNTSVILLE AL | 216 | $84.8M | $106K |
| 3 | OAKS SENIOR LIVING, LLC OAKS SENIOR LIVING 401(K) PLAN |
| 1,427 |
| $4.9M |
| $3K |
