Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Institutional Realty Fund in their Schedule of Assets, totaling $20.2M 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 | EMCOR GROUP, INC. EMCOR GROUP, INC. 401(K) SAVINGS PLAN | NORWALK CT | 12,965 | $1.7B | $19.0M |
| 2 | ENOVA INTERNATIONAL, INC. ENOVA INTERNATIONAL, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 1,722 | $143.8M | $329K |
| 3 | CARBIDE INDUSTRIES, LLC CARBIDE INDUSTRIES LLC 401K PLAN |
LOUISVILLE KY |
| 134 |
| $14.9M |
| $303K |
| 4 | EMCOR GROUP, INC. EMCOR GROUP, INC. AND SUBSIDIARIES UNION EMPLOYEES' 401(K) PLAN | NORWALK CT | 792 | $50.0M | $283K |
| 5 | EMCOR FACILITIES SERVICES, INC. EMCOR FACILITIES SERVICES, INC. FIELD EMPLOYEES' 401(K) PLAN | NORWALK CT | 2,669 | $39.4M | $207K |
| 6 | EMCOR FACILITIES SERVICES, INC. THE JOINT VENTURE COMPANIES EMPLOYEES 401(K) PLAN | NORWALK CT | 0 | $7.0M | $18K |
| 7 | COCKRELL INTERESTS LLC COCKRELL INTERESTS THRIFT PLAN | HOUSTON TX | 101 | $30.0M | $14K |
