Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Inst. Realty Shares in their Schedule of Assets, totaling $2.8M 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 | OHIO MACHINERY CO. OHIO CAT EMPLOYEES' RETIREMENT PLAN | BROADVIEW HEIGHTS OH | 298 | $47.3M | $1.5M |
| 2 | T. A. LOVING COMPANY T. A. LOVING COMPANY 401(K) RETIREMENT PLAN | GOLDSBORO NC | 442 | $30.1M | $614K |
| 3 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN |
NEW YORK NY |
| 269 |
| $38.5M |
| $516K |
| 4 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN | NEW YORK NY | 262 | $17.1M | $148K |
| 5 | MINNESOTA ORCHESTRAL ASSOCIATION MINNESOTA ORCHESTRAL ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 258 | $14.3M | $9K |
