Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Cohen & Steers Real Estate Z Registered Investment Company in their Schedule of Assets, totaling $2.7M 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 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN | RICHMOND VA | 2,273 | $178.6M | $1.4M |
| 2 | JORDAN & SKALA ENGINEERS, INC. JSE 401(K) PLAN | NORCROSS GA | 274 | $28.6M | $439K |
| 3 | SAGINAW CHIPPEWA INDIAN TRIBE OF MICHIGAN SAGINAW CHIPPEWA INDIAN TRIBE OF MICHIGAN 401(K) PROFIT SHARING PLAN |
MT. PLEASANT MI |
| 4,025 |
| $127.0M |
| $385K |
| 4 | INTERFOR U.S. INC. INTERFOR U.S. 401(K) PLAN | — | 2,152 | $115.6M | $337K |
| 5 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $55K |
