Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Real Est Sec Z Registered investment company in their Schedule of Assets, totaling $147K 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 | FILANC FILANC 401(K) PLAN | ESCONDIDO CA | 181 | $15.0M | $74K |
| 2 | HERITAGE UNIVERSITY HERITAGE UNIVERSITY RETIREMENT PLAN | TOPPENISH WA | 257 | $23.6M | $44K |
| 3 | SELCO COMMUNITY CREDIT UNION SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN |
SPRINGFIELD OR |
| 455 |
| $48.7M |
| $29K |
| 4 | NORTHSOUND AUTO GROUP LLC DWAYNE LANES CORPORATIONS 401(K) PROFIT SHARING PLAN AND TRUST | EVERETT WA | 159 | $9.8M | $1K |
