Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Real Estate Secs Z Registered investment company in their Schedule of Assets, totaling $20K 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 | PETE KING CONSTRUCTION COMPANY PETE KING 401(K) PLAN | PHOENIX AZ | 497 | $5.2M | $10K |
| 2 | DEXCARE, INC. DEXCARE 401(K) PLAN | SEATTLE WA | 168 | $8.0M | $6K |
| 3 | GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN |
EUGENE OR |
| 528 |
| $6.4M |
| $5K |
