Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Preferred Sec & Inc Z in their Schedule of Assets, totaling $834K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 4 BEARS CASINO & LODGE 4 BEARS CASINO & LODGE 401(K) PLAN | NEW TOWN ND | 202 | $7.8M | $416K |
| 2 | JESSE STUTTS, INC. JESSE STUTTS, INC. PROFIT SHARING PLAN | HUNTSVILLE AL | 177 | $15.0M | $348K |
| 3 | MEMPHIS GOODWILL INC. MEMPHIS GOODWILL INC. 403B RETIREMENT PLAN |
MEMPHIS TN |
| 592 |
| $1.8M |
| $69K |
