Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Cohen & Steers Capital Management, Inc. Cohen & Steers Instl Realty Shares in their Schedule of Assets, totaling $637K 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 | VISUAL COMFORT & CO. VISUAL COMFORT & CO. 401(K) PLAN | HOUSTON TX | 1,401 | $86.7M | $588K |
| 2 | NEW CARBON COMPANY, LLC NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN | GLEN MILLS PA | 263 | $8.6M | $49K |
