Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Cohen&Steers Real Est S Fd Z Registered investment company in their Schedule of Assets, totaling $5.1M 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 | PROVIA PAYROLL, LLC PROVIA 401K PLAN | SUGARCREEK OH | 2,099 | $115.4M | $2.9M |
| 2 | CONNORS & ASSOCIATES LLC DBA CONNORS GROUP CONNORS GROUP SAFE HARBOR 401K PROFIT SHARING PLAN | CANONSBURG PA | 118 | $20.5M | $1.2M |
| 3 | OEC USA, INC. OEC USA, INC. 401(K) PLAN |
MIAMI FL |
| 16 |
| $29.8M |
| $391K |
| 4 | THE OLIVER CARR COMPANY THE OLIVER CARR COMPANY 401K PLAN | WASHINGTON DC | 120 | $12.6M | $256K |
| 5 | CENTER FOR DISABILITY SERVICES THE 401(K) RETIREMENT PLAN FOR EMPLOYEES OF THE | ALBANY NY | 1,887 | $106.3M | $198K |
| 6 | VERTECH INDUSTRIAL SYSTEMS LLC VERTECH INDUSTRIAL SYSTEMS LLC 401K PROFIT | PHOENIX AZ | 155 | $10.6M | $132K |
| 7 | ADAMS PEST CONTROL, INC. ADAM'S GARDEN OF EDEN 401K PLAN | MEDINA MN | 145 | $6.1M | $27K |
| 8 | VROOM INC. VROOM 401(K) PLAN | NEWPORT BEACH CA | 68 | $11.7M | $25K |
| 9 | CAPITAL CENTER, LLC SBA DEFINED CONTRIBUTION PLAN FOR CAPITAL CENTER, | GLEN ALLEN VA | 85 | $9.1M | $11K |
| 10 | LUMIRADX, INC LUMIRADX, INC. 401(K) PLAN | WALTHAM MA | 116 | $13.8M | $9K |
