Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 188 U.S. retirement plans report holding Cohen Steers Real Est Sec Z in their Schedule of Assets, totaling $27.8M 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 | DAIKIN AMERICA, INC DAIKIN AMERICA, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORANGEBURG NY | 534 | $191.9M | $1.8M |
| 2 | INTEGRATED POWER SERVICES INTEGRATED POWER SERVICES RETIREMENT SAVINGS PLAN | GREENVILLE SC | 1,990 | $138.1M | $1.1M |
| 3 | PATRIOT MACHINE INC. PATRIOT MACHINE INC. 401(K) PLAN |
ST. CHARLES MO |
| 177 |
| $36.2M |
| $1.0M |
| 4 | IRONWOOD PHYSICIANS IRONWOOD PHYSICIANS 401(K) PLAN | CHANDLER AZ | 517 | $62.9M | $900K |
| 5 | TRIMONT LLC TRIMONT LLC 401(K) PLAN | ATLANTA GA | 700 | $74.6M | $833K |
| 6 | DESCO CORPORATION DESCO CORPORATION THRIFT PLAN & TRUST | NEW ALBANY OH | 463 | $38.1M | $795K |
| 7 | UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION, INC. UNIVERSITY OF VERMONT FOUNDATION 403(B) PLAN | BURLINGTON VT | 76 | $16.7M | $795K |
| 8 | WASHINGTON COLLEGE WASHINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CHESTERTOWN MD | 519 | $103.7M | $720K |
| 9 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $702K |
| 10 | PMC, LLC POTAMKIN RETIREMENT PLAN | HIALEAH FL | 542 | $27.3M | $699K |
