Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Fund, Inc. Class Z Registered Investment Company in their Schedule of Assets, totaling $2.9M 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 | MARCUS & MILLICHAP COMPANY MARCUS & MILLICHAP COMPANY 401(K) PLAN | PALO ALTO CA | 218 | $62.1M | $2.0M |
| 2 | CONFLUENT MEDICAL TECHNOLOGIES CONFLUENT MEDICAL TECHNOLOGIES 401(K) PLAN | FREMONT CA | 836 | $95.5M | $341K |
| 3 | ARVINAS OPERATIONS, INC. ARVINAS, INC. 401K PLAN |
NEW HAVEN CT |
| 433 |
| $57.2M |
| $204K |
| 4 | KYOCERA SLD LASER, INC. KYOCERA SLD LASER, INC 401(K) PLAN | GOLETA CA | 166 | $28.1M | $122K |
| 5 | GLOBAL HEALTH LABS LLC GLOBAL HEALTH LABS LLC RETIREMENT PLAN | KIRKLAND WA | 100 | $24.5M | $77K |
| 6 | TARSUS PHARMACEUTICALS, INC. TARSUS PHARMACEUTICALS RETIREMENT PLAN | IRVINE CA | 323 | $24.9M | $57K |
| 7 | PRIMA MEDICAL FOUNDATION PRIMA MEDICAL FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | GREENBRAE CA | 435 | $11.7M | $32K |
| 8 | ENTERTAINMENT EARTH, LLC ENTERTAINMENT EARTH, LLC 401(K) PROFIT SHARING PLAN | SIMI VALLEY CA | 192 | $9.6M | $2K |
