Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate Securities Z - in their Schedule of Assets, totaling $22.2M 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 | PROVIA PAYROLL, LLC PROVIA 401K PLAN | SUGARCREEK OH | 2,099 | $115.4M | $2.9M |
| 2 | AMES CONSTRUCTION, INC. AMES CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | BURNSVILLE MN | 826 | $213.9M | $2.0M |
| 3 | BELIMO AIRCONTROLS (USA), INC. BELIMO AMERICAS SAVINGS PLAN |
DANBURY CT |
| 514 |
| $80.9M |
| $2.0M |
| 4 | MERRITT HOSPITALITY LLC HEI HOTELS AND RESORTS 401(K) PLAN | NORWALK CT | 10,066 | $198.2M | $1.3M |
| 5 | KINSLEY ENTERPRISES, INC. THE KINSLEY 401(K) PLAN | SEVEN VALLEYS PA | 3,921 | $218.1M | $1.2M |
| 6 | PACIFIC RIDGE SCHOOL PACIFIC RIDGE SCHOOL 403(B) DC PLAN | CARLSBAD CA | 133 | $25.8M | $1.0M |
| 7 | THE MENTHOLATUM COMPANY THE MENTHOLATUM COMPANY PENSION PLAN FOR EMPLOYEES EMPLOYED IN THE UNITED STATES OF AMERICA | ORCHARD PARK NY | 42 | $33.0M | $916K |
| 8 | PINNACLE DERMATOLOGY MANAGEMENT LLC SKIN IN THE GAME 401(K) PLAN | BRENTWOOD TN | 1,963 | $87.8M | $773K |
| 9 | KENNEDY-WILSON HOLDINGS, INC. KENNEDY WILSON 401(K) PLAN | BEVERLY HILLS CA | 155 | $36.8M | $675K |
| 10 | PECO PALLET INC. PECO PALLET INC. 401(K) PLAN | IRVINGTON NY | 456 | $23.3M | $653K |
