Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen & Steers Real Estate- Z Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | QUALITY VISION INTERNATIONAL INC. QVI PROFIT SHARING RETIREMENT PLAN | ROCHESTER NY | 272 | $19.5M | $491K |
| 2 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $396K |
| 3 | GED INTEGRATED SOLUTIONS INC. GED, INC. RETIREMENT SAVINGS PLAN |
GLENWILLOW OH |
| 272 |
| $30.1M |
| $210K |
| 4 | FG VENTURES, LLC FG VENTURES, LLC | PEACHTREE CORNERS GA | 172 | $20.3M | $95K |
| 5 | LIONMARK CONSTRUCTION CO. LLC AMERICAN CONTRACTORS 401(K) PLAN | ST. LOUIS MO | 298 | $14.8M | $74K |
| 6 | TOWER LOAN OF MISSISSIPPI, LLC TOWER LOAN OF MISSISSIPPI, LLC PROFIT SHARING PLAN FOR MANAGERS | FLOWOOD MS | 240 | $2.6M | $57K |
| 7 | THE AZOFF COMPANY LLC THE AZOFF COMPANY 401(K) PLAN AND TRUST | LOS ANGELES CA | 273 | $20.8M | $26K |
