Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Cohen & Steers Re Est Sec Z Fd in their Schedule of Assets, totaling $27.9M 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 | HBD INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN FOR EMPLOYEES OF HBD INDUSTRIES, INC. AND SUBSIDIARIES | DUBLIN OH | 769 | $66.1M | $7.0M |
| 2 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $5.6M |
| 3 | ADAC PLASTICS, INC. |
GRAND RAPIDS MI |
| 773 |
| $63.7M |
| $4.8M |
| 4 | WATCHFIRE SIGNS LLC WATCHFIRE SIGNS NON-UNION 401(K) PLAN | DANVILLE IL | 343 | $44.3M | $3.4M |
| 5 | INDEPENDENT PHYSICIANS RESOURCE, INC. INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,606 | $84.4M | $1.5M |
| 6 | CHOICE FINANCIAL GROUP CHOICE FINANCIAL GROUP 401K PLAN | GRAND FORKS ND | 435 | $41.6M | $894K |
| 7 | QUAKER WINDOW PRODUCTS CO QUAKER WINDOW PRODUCTS CO. 401(K) PROFIT SHARING PLAN & TRUST | FREEBURG MO | 1,216 | $46.1M | $827K |
| 8 | 22ND CENTURY TECHNOLOGIES, INC. 22ND CENTURY TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | MCLEAN VA | 1,119 | $27.8M | $511K |
| 9 | BURN AND RECONSTRUCTIVE CENTERS OF AMERICA, LLC BURN AND RECONSTRUCTIVE CENTERS OF AMERICA, LLC 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 137 | $19.4M | $471K |
| 10 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 403(B) RETIREMENT PLAN | WINTER GARDEN FL | 634 | $30.6M | $445K |
