Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Cohen & Steers Real Estate Securities-Z Registered Investment Companies in their Schedule of Assets, totaling $4.3M 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 | COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN | MONTEREY CA | 2,919 | $380.9M | $3.1M |
| 2 | PARKER MCCAY P.A. PARKER MCCAY, P.A. SAVINGS PLAN | MOUNT LAUREL NJ | 107 | $44.7M | $600K |
| 3 | DISABILITY RIGHTS CALIFORNIA |
SACRAMENTO CA |
| 333 |
| $42.8M |
| $182K |
| 4 | MONTAGE HEALTH MONTAGE HEALTH 401(K) PLAN | MONTEREY CA | 163 | $11.4M | $145K |
| 5 | FEMG HOLDINGS, LLC FEMG HOLDINGS, LLC 401(K) PLAN | LAND O LAKES FL | 522 | $20.1M | $77K |
| 6 | MONTAGE MEDICAL GROUP MONTAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | MONTEREY CA | 330 | $18.8M | $61K |
| 7 | GLOBE MACHINE MANUFACTURING COMPANY GLOBE MACHINE MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 136 | $11.2M | $33K |
| 8 | MONTGOMERY COUNTY EMERGENCY SERVICE MONTGOMERY COUNTY MH/MR EMERGENCY SERVICE RETIREMENT PLAN | NORRISTOWN PA | 206 | $14.3M | $33K |
