Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Z Fund Mutual fund in their Schedule of Assets, totaling $2.4M 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 | SOFI TECHNOLOGIES SOCIAL FINANCE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,688 | $192.9M | $654K |
| 2 | ALL ERECTION & CRANE RENTAL CORP. THE ALL COMPANIES 401(K) PLAN | CLEVELAND OH | 620 | $89.6M | $458K |
| 3 | LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 10 |
| $39.6M |
| $263K |
| 4 | DRIVEN BRANDS INC. DRIVEN BRANDS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 6,716 | $79.9M | $223K |
| 5 | WILLIAM C. SMITH & CO. WILLIAM C. SMITH & CO. 401(K) PLAN | WASHINGTON DC | 421 | $35.4M | $221K |
| 6 | PREMIER ANESTHESIA OF PENNSYLVANIA, P.C. PREMIER ANESTHESIA 401(K) PLAN | ALPHARETTA GA | 99 | $12.7M | $144K |
| 7 | UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO CA | 3,713 | $169.6M | $115K |
| 8 | GOSSAMER BIO SERVICES, INC. GOSSAMER BIO 401(K) PLAN | SAN DIEGO CA | 119 | $20.1M | $67K |
| 9 | ELEVATION SERVICES HOLDINGS II, LLC AEG MERIT HOLDING COMPANY 401(K) PLAN | NEW YORK NY | 619 | $52.0M | $65K |
| 10 | ELEVATION SERVICES HOLDINGS, LLC AEG 401(K) PLAN | NEW YORK NY | 108 | $10.4M | $51K |
