Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate Securities Z Fund in their Schedule of Assets, totaling $2.0M 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 | BLUE CROSS & BLUE SHIELD OF MINNESOTA BLUE CROSS AND BLUE SHIELD OF MINNESOTA EMPLOYEE SAVINGS PLAN | EAGEN MN | 2,995 | $884.6M | $1.7M |
| 2 | ATLANTIC BAY MORTGAGE GROUP, LLC ATLANTIC BAY MORTGAGE GROUP 401(K) PLAN | VIRGINIA BEACH VA | 736 | $78.7M | $145K |
| 3 | SCIENTIFIC APPLICATIONS & RESEARCH ASSOCIATES, INC. |
CYPRESS CA |
| 277 |
| $43.7M |
| $136K |
| 4 | NATIONAL NAIL CORP. NATIONAL NAIL CORP. 401(K) RETIREMENT AND SAVINGS PLAN | GRAND RAPIDS MI | 176 | $12.8M | $17K |
| 5 | VIEW HOMES INCORPORATED VIEW HOMES, INC. 401(K) PLAN | COLORADO SPRINGS CO | 173 | $12.2M | $10K |
| 6 | BEHAVIORAL OUTCOMES MANAGEMENT, LLC VERSICARE GROUP 401(K) PLAN | TROY MI | 847 | $5.5M | $5K |
