Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 75 U.S. retirement plans report holding Cohen&Steers Real Estate Securities Z Mutual Fund in their Schedule of Assets, totaling $25.2M 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 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $6.3M |
| 2 | VOITH US INC. VOITH EMPLOYEE SAVINGS PLAN | YORK PA | 1,686 | $419.0M | $1.8M |
| 3 | MATHIS BROS. OKLAHOMA CITY, LLC MATHIS BROTHERS 401(K) PLAN |
OKLAHOMA CITY OK |
| 2,322 |
| $67.8M |
| $1.7M |
| 4 | RYAN, LLC RYAN, LLC EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 2,842 | $387.2M | $1.5M |
| 5 | CITIZENS & FARMERS BANK SBA CASH BALANCE PENSION PLAN FOR CITIZENS & FARMERS BANK | WEST POINT VA | 237 | $21.2M | $1.3M |
| 6 | SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU SEQUOIA CONSULTING GROUP 401(K) PLAN | SAN MATEO CA | 821 | $115.5M | $717K |
| 7 | MARK THOMAS & COMPANY, INC. MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 407 | $65.2M | $714K |
| 8 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN | JACKSON MS | 3,755 | $154.1M | $705K |
| 9 | COLLABERA, INC. COLLABERA 401(K) PLAN | BASKING RIDGE NJ | 3,480 | $102.6M | $670K |
| 10 | CLOUDERA, INC. CLOUDERA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 943 | $235.1M | $630K |
