Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Cohen & Steers CSJZX - Cohen & Steers Realty Shares Z Fund in their Schedule of Assets, totaling $109K 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 | ASPEN HR PEO LLC ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN | CLEARWATER FL | 3,340 | $148.6M | $109K |
