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 Securities Fund Z Mutual fund in their Schedule of Assets, totaling $1.2M 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 | ALTERYX, INC. ALTERYX, INC. RETIREMENT SAVINGS PLAN | IRVINE CA | 1,101 | $208.2M | $1.0M |
| 2 | ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES FL | 172 | $8.3M | $130K |
| 3 | BEDFORD MACHINE AND TOOL, INC. CAP GROUP 401K PLAN |
BEDFORD IN |
| 267 |
| $7.5M |
| $2K |
