Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 92 U.S. retirement plans report holding Cohen & Steers Real Estate Secs Z Cohen & Steers 0 in their Schedule of Assets, totaling $5.5M 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 | VERINEXT CORP. VERINEXT CORP. 401(K) RETIREMENT PLAN | BLUE BELL PA | 276 | $39.8M | $286K |
| 2 | CROSS SOUND FERRY & COMPANIES CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN | NEW LONDON CT | 278 | $40.3M | $261K |
| 3 | MIDWEST VISION PARTNERS MANAGEMENT HOLDINGS, LLC |
CHICAGO IL |
| 1,428 |
| $57.8M |
| $190K |
| 4 | FRIT, INC. FRIT, INC & AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | OZARK AL | 139 | $10.1M | $172K |
| 5 | GEBRUDER WEISS, INC. GEBRUDER WEISS, INC 401(K) PLAN | WOOD DALE IL | 187 | $15.8M | $170K |
| 6 | AIR CENTER HELICOPTERS, INC. AIR CENTER HELICOPTERS, INC. 401(K) PLAN | BURLESON TX | 201 | $21.3M | $166K |
| 7 | EXPENSIFY, INC EXPENSIFY 401(K) PLAN | SAN FRANCISCO CA | 70 | $17.0M | $159K |
| 8 | EVERGREEN ENTERPRISES OF VIRGINIA, LLC EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | RICHMOND VA | 339 | $38.1M | $153K |
| 9 | BOTTCHER AMERICA CORPORATION BOTTCHER AMERICA CORPORATION 401(K) PLAN | BELCAMP MD | 163 | $15.3M | $150K |
| 10 | THE LEGAL AID BUREAU OF BUFFALO, INC. LEGAL AID BUREAU OF BUFFALO, INC. RETIREMENT PLAN | BUFFALO NY | 155 | $15.2M | $149K |
