Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Z Mutual fund N/A 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 | NORTH AMERICAN SCIENCE ASSOCIATES, LLC NORTH AMERICAN SCIENCE ASSOCIATES, LLC PROFIT SHARING & 401(K) PLAN | NORTHWOOD OH | 888 | $120.6M | $1.2M |
| 2 | NATIONS LENDING CORPORATION NATIONS LENDING 401(K) PLAN | INDEPENDENCE OH | 602 | $24.6M | $235K |
| 3 | QSC, LLC QSC, LLC 401(K) RETIREMENT SAVINGS PLAN |
COSTA MESA CA |
| 634 |
| $119.4M |
| $217K |
| 4 | SEAMAN DEVELOPMENT, INC. SEAMAN DEVELOPMENT 401(K) PLAN | WOOSTER OH | 445 | $57.6M | $199K |
| 5 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN | MIDLAND TX | 234 | $32.0M | $138K |
| 6 | DELAWARE NATION ECONOMIC DEVELOPMENT AUTHORITY DELAWARE NATION COMPANIES RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 1,483 | $38.9M | $134K |
| 7 | E.I. MICROCIRCUITS, INC. E.I. MICROCIRCUITS 401(K) PROFIT SHARING PLAN | MANKATO MN | 297 | $31.5M | $118K |
| 8 | JAZZ BASKETBALL INVESTORS LLC JAZZ BASKETBALL INVESTORS LLC 401(K) PLAN | SALT LAKE CITY UT | 1,534 | $41.2M | $98K |
| 9 | COMPUTERS UNLIMITED, INC. COMPUTERS UNLIMITED 401(K) PLAN | BILLINGS MT | 189 | $40.4M | $39K |
| 10 | HOPPER (USA), INC. HOPPER 401(K) PLAN | BOSTON MA | 242 | $17.6M | $37K |
