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 Mutual funds in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRAHAM GROUP (US) INC. GRAHAM GROUP US 401(K) PLAN | SEATTLE WA | 192 | $58.3M | $901K |
| 2 | NEOSYSTEMS CORP. NEOSYSTEMS CORP. EMPLOYEES 401(K) AND PROFIT SHARING PLAN | RESTON VA | 150 | $31.7M | $578K |
| 3 | GAFCON, INC. GAFCON, INC. 401(K) PROFIT SHARING PLAN |
SAN DIEGO CA |
| 126 |
| $19.3M |
| $517K |
| 4 | KAPUR & ASSOCIATES, INC. KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN | MILWAUKEE WI | 394 | $45.0M | $388K |
| 5 | SIDESHOW INC. SIDESHOW INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 156 | $15.9M | $322K |
| 6 | SHELTERED WINGS, INC. SHELTERED WINGS, INC. 401(K) PLAN | BARNEVELD WI | 428 | $26.1M | $183K |
| 7 | STIRLING PROPERTIES, LLC STIRLING PROPERTIES, LLC PROFIT SHARING PLAN | COVINGTON LA | 127 | $10.6M | $172K |
| 8 | ADENA CORPORATION ADENA CORPORATION 401(K) PLAN | MANSFIELD OH | 456 | $29.7M | $171K |
| 9 | WTG CORPORATE SERVICES, LLC WTG CORPORATE SERVICES, LLC AND AFFILIATED COMPANIES 401(K) PLAN | MIDLAND TX | 235 | $19.1M | $147K |
| 10 | AAK USA INC AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 510 | $44.3M | $37K |
