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 Institutional Realty Shares Fund in their Schedule of Assets, totaling $1.1M 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 | ERIEZ MANUFACTURING CO. ERIEZ MANUFACTURING CO. PROFIT SHARING/ 401(K) PLAN | ERIE PA | 357 | $94.7M | $488K |
| 2 | MASSEY SERVICES, INC. MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 2,413 | $105.8M | $374K |
| 3 | JANUS ET CIE JANUS ET CIE 401(K) PROFIT SHARING PLAN |
SANTA FE SPRINGS CA |
| 289 |
| $30.3M |
| $137K |
| 4 | MONELL CHEMICAL SENSES CENTER MONELL CHEMICAL SENSES CENTER 403(B) DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 80 | $41.0M | $31K |
| 5 | SPINAL ELEMENTS, INC. SPINAL ELEMENTS 401(K) AND PROFIT SHARING PLAN | CARLSBAD CA | 113 | $15.8M | $30K |
