Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Fund Z " in their Schedule of Assets, totaling $13.4M 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 | CAMPBELL UNIVERSITY CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BUIES CREEK NC | 1,862 | $198.8M | $5.8M |
| 2 | YAMAHA MOTOR CORPORATION, U.S.A. YMUS AND AFFILIATES 401(K) PLAN | CYPRESS CA | 3,023 | $325.7M | $2.2M |
| 3 | HIGH LINER FOODS (USA), INCORPORATED |
PORTSMOUTH NH |
| 652 |
| $71.7M |
| $1.3M |
| 4 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $963K |
| 5 | UFP TECHNOLOGIES, INC. UFP TECHNOLOGIES, INC. 401(K) PLAN | NEWBURYPORT MA | 939 | $56.2M | $821K |
| 6 | NEW ERA LIFE INSURANCE COMPANY NEW ERA LIFE INSURANCE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 333 | $26.5M | $479K |
| 7 | COYNE PUBLIC RELATIONS COYNE PUBLIC RELATIONS 401(K) PLAN | PARSIPPANY NJ | 143 | $22.2M | $432K |
| 8 | BOARD OF TRUSTEES RETAIL BAKERS PENSION TRUST FUND OF ST. LOUIS RETAIL BAKERS PENSION TRUST FUND OF ST LOUIS | EARTH CITY MO | 149 | $8.0M | $248K |
| 9 | PREMIER HEALTH CONSULTANTS, LLC PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 1,197 | $34.4M | $241K |
| 10 | HAZMAT ENVIRONMENTAL GROUP, INC. HAZMAT ENVIRONMENTAL/KENWORTH NORTHEAST 401(K) PLAN | BUFFALO NY | 489 | $33.1M | $174K |
