Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding C&S INST REALTY SHS Mutual funds in their Schedule of Assets, totaling $6.4M 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 | WINSTON & STRAWN LLP EMPLOYEE SAVINGS PLAN OF WINSTON & STRAWN LLP | CHICAGO IL | 1,646 | $1.3B | $6.1M |
| 2 | CFD RESEARCH CORPORATION CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 272 | $39.8M | $181K |
| 3 | FINKELSTEIN & PARTNERS, LLP |
NEWBURGH NY |
| 331 |
| $43.1M |
| $98K |
| 4 | INTEGRATION CHARTER SCHOOLS INTEGRATION CHARTER SCHOOLS 401(K) PLAN | STATEN ISLAND NY | 361 | $12.9M | $37K |