Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding COHEN & STEERS REAL EST CL Z MUTUAL FUNDS in their Schedule of Assets, totaling $1.3M 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 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $431K |
| 2 | WILLIAMS INDUSTRIES, INC. WILLIAMS INDUSTRIES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | MANASSAS VA | 133 | $10.5M | $431K |
| 3 | WILLIAMS STEEL ERECTION CO., INC. |
MANASSAS VA |
| 67 |
| $3.7M |
| $431K |
| 4 | HELIX OPERATING COMPANY LLC HELIX OPERATING COMPANY LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | BEACHWOOD OH | 67 | $6.6M | $31K |
| 5 | S & A HOMES, INC. S & A HOMES AND AFFILIATES PROFIT SHARING AND 401(K) PLAN | STATE COLLEGE PA | 183 | $25.0M | $15K |
