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 S Fd Z Mutual fund in their Schedule of Assets, totaling $540K 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 | CURRY COLLEGE CURRY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MILTON MA | 669 | $144.1M | $384K |
| 2 | SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC SOUTHERN ORTHODONTIC PARTNERS 401(K) PLAN | NASHVILLE TN | 925 | $30.1M | $107K |
| 3 | BANK OF BOTETOURT SBA DEFINED CONTRIBUTION PLAN FOR BANK OF BOTETOURT |
BUCHANAN VA |
| 129 |
| $10.9M |
| $30K |
| 4 | MIDTEX OIL, LP MIDTEX OIL, LP 401(K) PROFIT SHARING PLAN | NEW BRAUNFELS TX | 498 | $6.2M | $16K |
| 5 | BAYWA R.E. SOLAR SYSTEMS, LLC BAYWA R.E. SOLAR SYSTEMS 401(K) PROFIT SHARING PLAN | SANTA FE NM | 131 | $4.9M | $3K |
