Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen Steers Real Estate Sec Z in their Schedule of Assets, totaling $10.0M 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 | VANDERLANDE INDUSTRIES, INC. VANDERLANDE INDUSTRIES, INC. 401(K) PLAN | MARIETTA GA | 1,176 | $89.2M | $7.6M |
| 2 | PRIMARY PRODUCTS INGREDIENTS AMERICAS, LLC PRIMIENT SALARIED COMPREHENSIVE RETIREMENT PLAN | DECATUR IL | 1,148 | $216.2M | $1.0M |
| 3 | VANDERLANDE INDUSTRIES, INC. |
MARIETTA GA |
| 1,225 |
| $73.2M |
| $732K |
| 4 | MORROW EQUIPMENT COMPANY L.L.C. MORROW EQUIPMENT COMPANY L. L. C. SAVINGS PLAN | SALEM OR | 229 | $40.3M | $405K |
| 5 | TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE TN | 1,238 | $150.3M | $188K |
| 6 | PRIMARY PRODUCTS INGREDIENTS AMERICAS, LLC PRIMIENT HOURLY COMPREHENSIVE RETIREMENT PLAN | DECATUR IL | 351 | $27.8M | $105K |
| 7 | PRIMARY PRODUCTS GRAIN, LLC PRIMIENT GRAIN RETIREMENT SAVINGS PLAN | DECATUR IL | 87 | $5.8M | $25K |
