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 Z Mutual Fund (1) in their Schedule of Assets, totaling $48K 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 | VALLEY REGIONAL HOSPITAL, INC. VALLEY REGIONAL HEALTHCARE SAVINGS AND RETIREMENT PLAN | CLAREMONT NH | 376 | $19.6M | $47K |
| 2 | COBALT VENTURES, LLC COBALT 401(K) PLAN | OVERLAND PARK KS | 231 | $10.4M | $1K |
