Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Cohen & Steers Mutual Funds Cohen & Steers Real Estate Securities Z Fund in their Schedule of Assets, totaling $1.2M 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 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN | WEST DES MOINES IA | 840 | $152.8M | $659K |
| 2 | COLORADO WEST HEALTHCARE SYSTEM DBA COMMUNITY HOSPITAL COMMUNITY HOSPITAL 403(B) PLAN | GRAND JUNCTION CO | 1,425 | $70.2M | $326K |
| 3 | LEGACY INTERMEDIATE, LLC |
BOCA RATON FL |
| 1,823 |
| $38.8M |
| $111K |
| 4 | AGI-CFI HOLDINGS, INC. AGI-CFI HOLDINGS, INC. 401(K) PLAN | MIAMI FL | 9,861 | $34.3M | $102K |
| 5 | STAHL SHEAFFER ENGINEERING, LLC STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN | STATE COLLEGE PA | 125 | $10.7M | $11K |
