Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Cohen & Steers Cohen + Steers Institutional Realty Shares in their Schedule of Assets, totaling $17.8M 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 | DLA PIPER LLP US DLA PIPER LLP (US) CASH BALANCE PLAN FOR PARTNERS | BALTIMORE MD | 638 | $184.2M | $2.8M |
| 2 | BROWNSTEIN HYATT FARBER SCHRECK, LLP BROWNSTEIN HYATT FARBER SCHRECK RETIREMENT PLAN | DENVER CO | 568 | $247.8M | $2.3M |
| 3 | CENTERBRIDGE PARTNERS, L.P. |
NEW YORK NY |
| 257 |
| $130.1M |
| $1.9M |
| 4 | BLAZE CREDIT UNION BLAZE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | FALCON HEIGHTS MN | 116 | $55.6M | $1.6M |
| 5 | CONSERVATION INTERNATIONAL CONSERVATION INTERNATIONAL 403(B) SAVINGS PLAN | ARLINGTON VA | 432 | $133.2M | $1.5M |
| 6 | LAKE MICHIGAN CREDIT UNION LAKE MICHIGAN CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | GRAND RAPIDS MI | 1,370 | $50.9M | $1.4M |
| 7 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $1.1M |
| 8 | STURM FINANCIAL GROUP INC. STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | DENVER CO | 533 | $49.7M | $877K |
| 9 | THE CYPRESS COMPANIES, INC. THE CYPRESS COMPANIES, INC. RETIREMENT AND PROFIT SHARING PLAN | AKRON OH | 610 | $52.3M | $717K |
| 10 | BELLE TIRE DISTRIBUTORS, INC. BELLE TIRE DISTRIBUTORS, INC. 401(K) SALARY REDUCTION PLAN & TRUST | SOUTHFIELD MI | 3,119 | $83.0M | $378K |
