Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen&Steers Real Est S Fd Z in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AIPSO INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN | JOHNSTON RI | 550 | $136.4M | $1.3M |
| 2 | ICI HOMES RESIDENTIAL HOLDINGS LLC ICI HOMES RESIDENTIAL HOLDINGS LLC 401(K) SAVINGS PLAN | DAYTONA BEACH FL | 231 | $20.7M | $345K |
| 3 | TOM NEHL TRUCK COMPANY |
JACKSONVILLE FL |
| 256 |
| $16.9M |
| $86K |
| 4 | LINKBANCORP, INC. LINKBANK 401(K) PLAN | CAMP HILL PA | 302 | $16.7M | $46K |
| 5 | ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL 401(K) PLAN | BRONX NY | 219 | $5.6M | $40K |
| 6 | MITSUKOSHI U.S.A., INC. MITSUKOSHI U. S. A. , INC. 401(K) PROFIT SHARING | ORLANDO FL | 113 | $7.6M | $18K |
| 7 | PLANTATION BAY COUNTRY CLUB, LLC PLANTATION BAY COUNTRY CLUB 401(K) SAVINGS PLAN | DAYTONA BEACH FL | 169 | $641K | $4K |
