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 Securities Fund Income Class Z " in their Schedule of Assets, totaling $1.4M 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 | BERKSHIRE PARTNERS LLC BERKSHIRE PARTNERS LLC RETIREMENT PLAN | BOSTON MA | 234 | $122.4M | $1.3M |
| 2 | BERKSHIRE PARTNERS LLC BERKSHIRE PARTNERS LLC ADMINISTRATIVE STAFF PROFIT SHARING PLAN | BOSTON MA | 122 | $14.0M | $68K |
