Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding Cohen & Steers Real Estate Securities Z - in their Schedule of Assets, totaling $29.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXCEL ENGINEERING, INC. EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC WI | 327 | $80.5M | $2.2M |
| 2 | PIONEER BALLOON COMPANY PIONEER BALLOON COMPANY 401(K) PROFIT SHARING PLAN | WICHITA KS | 397 | $26.2M | $2.2M |
| 3 | PREIT SERVICES, LLC |
PHILADELPHIA PA |
| 194 |
| $53.1M |
| $1.8M |
| 4 | AIRLINE TARIFF PUBLISHING CO. ATPCO 401 (K) SAVINGS PLAN | HENDON VA | 401 | $146.1M | $1.5M |
| 5 | THE JUILLIARD SCHOOL THE JUILLIARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 1,032 | $145.9M | $1.4M |
| 6 | ADOLFSON & PETERSON, INC. ADOLFSON & PETERSON, INC. SALARY SAVINGS PLAN | MINNEAPOLIS MN | 566 | $84.2M | $1.2M |
| 7 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $1.2M |
| 8 | FRANKLIN MANAGEMENT, INC. DON FRANKLIN AUTO 401(K) PLAN | SOMERSET KY | 788 | $18.7M | $1.1M |
| 9 | FOUNDERS FEDERAL CREDIT UNION FOUNDERS FEDERAL CREDIT UNION DEFINED CONTRIBUTION PLAN | LANCASTER SC | 846 | $138.2M | $1.1M |
| 10 | DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 401(K)/PROFIT SHARING PLAN OF DEAN MEAD | ORLANDO FL | 102 | $34.3M | $1.0M |
