Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Instl Realty Shares – in their Schedule of Assets, totaling $27.9M 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 | LOYOLA MARYMOUNT UNIVERSITY LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 3,137 | $538.0M | $14.2M |
| 2 | ELLIOT HEALTH SYSTEM SOLUTIONHEALTH & ELLIOT HEALTH SYSTEM 403(B) SAVINGS PLAN | MANCHESTER NH | 5,130 | $493.7M | $2.3M |
| 3 | B. C. ZIEGLER AND COMPANY |
CHICAGO IL |
| 179 |
| $107.6M |
| $1.6M |
| 4 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL 401(K) SAVINGS PLAN | LITTLE ROCK AR | 823 | $224.5M | $1.2M |
| 5 | GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION BROOKS REHABILITATION 403(B) RETIREMENT PLAN | JACKSONVILLE FL | 1,032 | $123.2M | $1.0M |
| 6 | BELCO COMMUNITY CREDIT UNION BELCO COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | HARRISBURG PA | 192 | $39.7M | $966K |
| 7 | IPC INTERNATIONAL, INC. IPC INTERNATIONAL, INC. RETIREMENT PLAN | BANNOCKBURN IL | 106 | $29.6M | $684K |
| 8 | RICK ENGINEERING COMPANY RICK ENGINEERING 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 394 | $63.0M | $613K |
| 9 | UNITY HEALTH UNITY HEALTH RETIREMENT PLAN | SEARCY AR | 1,626 | $75.3M | $587K |
| 10 | G.A.L. MANUFACTURING COMPANY, LLC PENSION PLAN FOR EMPLOYEES OF G.A.L. MANUFACTURING CORPORATION AND HOLLISTER WHITNEY ELEVATOR CORPORATION | BRONX NY | 111 | $11.3M | $441K |
