Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Cohen & Steers C&S Inst Realty Shs in their Schedule of Assets, totaling $7.5M 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 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $2.8M |
| 2 | FERMI RESEARCH ALLIANCE, LLC RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC | BATAVIA IL | 1,724 | $796.0M | $2.0M |
| 3 | SAMBANOVA SYSTEMS, INC. |
PALO ALTO CA |
| 412 |
| $39.0M |
| $1.6M |
| 4 | ALPINE LUMBER COMPANY ALPINE LUMBER COMPANY 401(K) PLAN | WESTMINSTER CO | 600 | $28.0M | $293K |
| 5 | STONEBRIDGE HOSPITALITY ASSOCIATES, LLC STONEBRIDGE HOSPITALITY ASSOCIATES, LLC 401(K) PLAN | DENVER CO | 5,023 | $22.5M | $172K |
| 6 | STOBER DRIVES, INC. STOBER DRIVES, INC. 401(K) PROFIT SHARING PLAN | MAYSVILLE KY | 177 | $18.0M | $165K |
| 7 | ZWANGER & PESIRI RADIOLOGY GROUP ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLAN | LINDENHURST NY | 1,032 | $114.3M | $151K |
| 8 | WIN-HOLT EQUIPMENT CORPORATION WIN-HOLT EQUIPMENT CORPORATION 401(K) SAVINGS PLAN | WOODBURY NY | 236 | $8.8M | $115K |
| 9 | TCPS, INC. TCPS, INC. 401(K) PLAN | LANHAM MD | 289 | $17.9M | $44K |
| 10 | VEHICLE TRACKING SOLUTIONS, LLC VEHICLE TRACKING SOLUTIONS, LLC 401(K) PLAN | COMMACK NY | 120 | $7.0M | $33K |
