Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Trust Company, LLC Cohen & Steers Real Estate Securities Z in their Schedule of Assets, totaling $1.9M 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 | CIM GROUP, L.P. CIM GROUP, L.P. 401K PLAN | LOS ANGELES CA | 1,019 | $135.3M | $1.5M |
| 2 | GREENWAY FORD, INC. GREENWAY AUTOMOTIVE GROUP 401(K) PLAN | ORLANDO FL | 2,005 | $42.2M | $301K |
| 3 | BERGLUND CONSTRUCTION COMPANY BERGLUND CONSTRUCTION COMPANY 401(K) RETIREMENT PLAN |
CHICAGO IL |
| 100 |
| $17.1M |
| $154K |
