Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Cohen & Steers Real Est Sec Z Mutual Fund ^ in their Schedule of Assets, totaling $1.5M 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 | BOARD OF TRUSTEES, NORTHERN CALIFORNIA CARPENTERS 401(K) TRUST FUND NORTHERN CALIFORNIA CARPENTERS 401(K) TRUST FUND | OAKLAND CA | 4,311 | $215.4M | $788K |
| 2 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 ANNUITY FUND SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND | BUFFALO NY | 322 | $37.8M | $311K |
| 3 |
NEW PRAGUE MN |
| 154 |
| $24.2M |
| $147K |
| 4 | DAVID MASON & ASSOCIATES, INC. DAVID MASON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 114 | $12.6M | $101K |
| 5 | BEST BUDDIES INTERNATIONAL, INC. BEST BUDDIES INTERNATIONAL, INC. 401(K) PLAN | MIAMI FL | 359 | $17.2M | $69K |
| 6 | FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON PA | 288 | $27.9M | $43K |
| 7 | TORGERSONS, LLC TORGERSON'S LLC 401(K) PLAN | GREAT FALLS MT | 323 | $11.4M | $19K |
| 8 | GLORIA DEI COMMUNITIES CORP. GLORIA DEI COMMUNITIES CORP. 401(K) RETIREMENT SAVINGS PLAN | WARRINGTON PA | 159 | $5.1M | $12K |
