Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen&Steers Real Estate Sec Z Mutual Fund in their Schedule of Assets, totaling $2.5M 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 | FORMFACTOR, INC. FORMFACTOR, INC. 401(K) PLAN | LIVERMORE CA | 1,648 | $276.8M | $1.9M |
| 2 | BGR, INC. BGR, INC. 401(K) PROFIT SHARING PLAN | WEST CHESTER OH | 195 | $17.6M | $443K |
| 3 | TRAC INTERMODAL TRAC INTERMODAL RETIREMENT SAVINGS PLAN |
| 526 |
| $95.3M |
| $124K |
| 4 | COMMUNITY WELLNESS PARTNERS, INC. COMMUNITY WELLNESS PARTNERS, INC. 403(B) PLAN | CLINTON NY | 605 | $11.2M | $8K |
