Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Fund; Class Z in their Schedule of Assets, totaling $4.9M 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 | TECAN U.S., INC. TECAN U.S. INC. 401(K) PLAN | MORRISVILLE NC | 905 | $139.5M | $888K |
| 2 | XOJET AVIATION, LLC VISTA FAMILY OF COMPANIES 401(K) MULTIPLE EMPLOYER PLAN AND PROFIT-SHARING PLAN | FORT LAUDERDALE FL | 1,612 | $133.2M | $614K |
| 3 | REVERE ELECTRIC SUPPLY CO. REVERE ELECTRIC SUPPLY CO. INCENTIVE SAVINGS PLAN |
MOKENA IL |
| 383 |
| $50.9M |
| $573K |
| 4 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $490K |
| 5 | ENCOMPASS GROUP, LLC ENCOMPASS GROUP, LLC 401(K) RETIREMENT PLAN | MCDONOUGH GA | 143 | $34.8M | $434K |
| 6 | VISTAR EYE CENTER, INC. VISTAR EYE CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ROANOKE VA | 281 | $46.7M | $432K |
| 7 | HEALTHSTREAM, INC. HEALTHSTREAM, INC. 401(K) PLAN | NASHVILLE TN | 1,081 | $99.0M | $221K |
| 8 | MASTERCRAFT BOAT COMPANY, INC. MASTERCRAFT BOAT COMPANY, INC. 401K PLAN | VONORE TN | 717 | $36.0M | $202K |
| 9 | WHITE CASTLE SYSTEM, INC. WHITE CASTLE 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS OH | 1,879 | $96.7M | $119K |
| 10 | SMALL BUSINESS RESOURCE CENTER SBAM RETIREMENT SAVINGS 401(K) POOLED EMPLOYER PLAN | LANSING MI | 372 | $10.8M | $115K |
