Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Z N/R in their Schedule of Assets, totaling $403K 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 | MARKETING ASSOCIATES LLC DBA ONEMAGNIFY ONEMAGNIFY 401(K) PLAN | DETROIT MI | 557 | $58.2M | $170K |
| 2 | AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT ATD 403(B) EMPLOYEE SAVINGS PLAN | ALEXANDRIA VA | 166 | $31.1M | $136K |
| 3 | WSOL, LLC WSOL, LLC 401(K) PROFIT SHARING PLAN |
PLANO TX |
| 187 |
| $12.6M |
| $59K |
| 4 | CONSTRUCTION FORMS, INC. CONSTRUCTION FORMS, INC. RETIREMENT SAVINGS AND THRIFT PLAN | PORT WASHINGTON WI | 240 | $20.4M | $38K |
