Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Cohen and Steers Cohen and Steers Institutional Realty Shares in their Schedule of Assets, totaling $319K 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 KENDAL CORPORATION THE KENDAL CORPORATION 403(B) PLAN | NEWARK DE | 1,756 | $73.4M | $167K |
| 2 | INK SYSTEMS, INC. INK SYSTEMS, INC. 401(K) RETIREMENT PLAN | COMMERCE CA | 125 | $18.7M | $152K |