Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Z Registered investment company in their Schedule of Assets, totaling $4.1M 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 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | SAN DIEGO CA | 625 | $100.7M | $952K |
| 2 | ORTHOPEDIC & FRACTURE CLINIC, P.C. ORTHOPEDIC & FRACTURE CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 184 | $47.8M | $604K |
| 3 | JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. |
TAMPA FL |
| 172 |
| $71.3M |
| $416K |
| 4 | ARROWHEAD PHARMACEUTICALS, INC. ARROWHEAD 401(K) PLAN AND TRUST | PASADENA CA | 611 | $60.3M | $400K |
| 5 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $337K |
| 6 | ALFASIGMA USA, INC. ALFASIGMA USA, INC. 401(K) PLAN | BEDMINSTER NJ | 179 | $28.2M | $297K |
| 7 | GREAT BAY DISTRIBUTORS, INC. SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES OF GREAT BAY DISTRIBUTORS, INC. | ST. PETERSBURG FL | 354 | $42.8M | $248K |
| 8 | AUSGAR TECHNOLOGIES, INC. AUSGAR TECHNOLOGIES,INC. 401K PROFIT SHARING PLAN | SAN DIEGO CA | 129 | $22.0M | $192K |
| 9 | COMPUTERCRAFT CORPORATION COMPUTERCRAFT 401(K) PLAN | WASHINGTON DC | 83 | $13.8M | $135K |
| 10 | INSTRUCTURE, INC. INSTRUCTURE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,286 | $91.0M | $134K |
