Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual fund in their Schedule of Assets, totaling $7.8M 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 | AIRCRAFT OWNERS AND PILOTS ASSOCIATION AOPA EMPLOYEES' 401(K) RETIREMENT PLAN | FREDERICK MD | 191 | $63.5M | $891K |
| 2 | UIPATH, INC. UIPATH, INC. PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,139 | $202.2M | $606K |
| 3 | COMMUNITY BRANDS PARENTCO, LLC COMMUNITY BRANDS 401(K) PLAN |
ST. PETERSBURG FL |
| 698 |
| $72.9M |
| $603K |
| 4 | PIVOT INTERIORS, INC. PIVOT INTERIORS, INC. SAVINGS & INVESTMENT PLAN | SANTA CLARA CA | 202 | $42.2M | $554K |
| 5 | SECTRA, INC. SECTRA, INC. 401(K) PLAN | SHELTON CT | 217 | $28.1M | $508K |
| 6 | NEXTDOOR, INC. NEXTDOOR, INC. 401(K) PLAN | SAN FRANCISCO CA | 507 | $62.1M | $447K |
| 7 | FEDERAL HOME LOAN BANK OF DALLAS FHLBANK DALLAS 401(K) RETIREMENT PLAN | IRVING TX | 222 | $76.7M | $437K |
| 8 | TAYLOR & ASSOCIATES ARCHITECTS, INC. TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN | TUSTIN CA | 109 | $14.9M | $367K |
| 9 | PROMETHEUS REAL ESTATE GROUP, INC. PROMETHEUS REAL ESTATE GROUP, INC. 401(K) PLAN | SAN MATEO CA | 504 | $69.1M | $314K |
| 10 | MODIGENT LLC MODIGENT LLC 401(K) PLAN | PHOENIX AZ | 1,448 | $50.9M | $287K |
