Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Cohen & Steers Real Estate Secs Z Mutual fund N/A in their Schedule of Assets, totaling $177K 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 | EDUCATION BRANDS, LLC EDUCATION BRANDS 401(K) PLAN | TAMPA FL | 166 | $11.3M | $91K |
| 2 | UFCW-EMPLOYERS BENEFIT PLANS OF NORTHERN CALIFORNIA GROUP ADMIN LLC UFCW-EMPLOYERS BENEFIT PLANS GROUP ADMINISTRATION LLC SAFE HARBOR 401(K) PLAN | CONCORD CA | 140 | $24.9M | $86K |
