Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate Securities Z N/R in their Schedule of Assets, totaling $1.6M 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 | CYBERARK SOFTWARE, INC. CYBERARK SOFTWARE, INC. 401K PLAN | NEWTON MA | 1,082 | $186.1M | $675K |
| 2 | ORTHOFIX US LLC ORTHOFIX 401(K) RETIREMENT PLAN | LEWISVILLE TX | 1,277 | $152.6M | $615K |
| 3 | KIKKOMAN FOODS, INC. KIKKOMAN FOODS, INC. 401(K) PLAN |
WALWORTH WI |
| 257 |
| $22.1M |
| $245K |
| 4 | CHELSEA JEWISH LIFECARE, INC. LEGACY LIFECARE 403(B) PLAN | CHELSEA MA | 1,779 | $36.8M | $68K |
| 5 | SONIC MANUFACTURING TECHNOLOGIES SONIC MANUFACTURING 401(K) PLAN | FREMONT CA | 354 | $13.7M | $14K |
| 6 | NEXUS BRANDS GROUP, INC. NEXUS BRANDS RETIREMENT PLAN | ORANGE CA | 303 | $7.1M | $12K |
| 7 | MANHATTAN BEER DISTRIBUTORS, LLC MANHATTAN BEER DISTRIBUTORS UNION EMPLOYEES 401(K) PLAN | BRONX NY | 1,532 | $32.1M | $3K |
