Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Real Estate Z in their Schedule of Assets, totaling $6.8M 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 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $6.0M |
| 2 | DIXIE CHEMICAL COMPANY, INC. DIXIE CHEMICAL COMPANY, INC. 401(K) PLAN | PASADENA TX | 172 | $27.1M | $227K |
| 3 | TOA (USA), LLC TOA (USA) 401(K) PLAN |
MOORESVILLE IN |
| 889 |
| $26.4M |
| $153K |
| 4 | ENTRATA, INC. ENTRATA 401(K) PLAN | LEHI UT | 1,278 | $60.9M | $127K |
| 5 | H.E. WILLIAMS, INC. H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARTHAGE MO | 272 | $35.6M | $101K |
| 6 | THE EMPLOYER GROUP, INC. THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN | VERONA WI | 693 | $30.9M | $66K |
| 7 | KANSAS SURGERY & RECOVERY CENTER KANSAS SURGERY & RECOVERY CENTER 401(K) PLAN | WICHITA KS | 207 | $19.2M | $59K |
| 8 | NASUNI CORPORATION NASUNI CORPORATION 401K PLAN | BOSTON MA | 433 | $41.9M | $10K |
