Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding COHEN & STEERS REAL EST Z GM MUTUAL FUNDS in their Schedule of Assets, totaling $671K 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 | C.B. MANAGEMENT CO., INC. C. B. MANAGEMENT CO., INC. PROFIT SHARING PLAN | SPRINGFIELD MO | 142 | $20.1M | $550K |
| 2 | HELIX OPERATING COMPANY LLC HELIX OPERATING COMPANY LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | BEACHWOOD OH | 67 | $6.6M | $121K |
