Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Instit Realty Shares N/R in their Schedule of Assets, totaling $27K 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 | CENTER FOR ELDERS' INDEPENDENCE CENTER FOR ELDERS' INDEPENDENCE 403(B) PLAN | OAKLAND CA | 413 | $27.9M | $24K |
| 2 | POSITIVE DEVELOPMENT, INC. POSITIVE DEVELOPMENT 401(K) PLAN | MCLEAN VA | 711 | $5.2M | $3K |