Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Instl Realty Shares Instl in their Schedule of Assets, totaling $417K 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 | GDC AMERICA, INC. GDC AMERICA 401(K) PLAN | CHARLOTTE NC | 139 | $8.8M | $214K |
| 2 | D & M CONTRACTING, INC. D & M CONTRACTING, INC. DAVIS BACON 401(K) PROFIT SHARING PLAN | NEW ALEXANDRIA PA | 120 | $9.0M | $153K |
| 3 | GOLDEN MOMENTS LLC GOLDEN MOMENTS 401(K) PLAN |
OMAHA NE |
| 416 |
| $3.1M |
| $41K |
| 4 | NATURAL LANDS TRUST, INC. NATURAL LANDS RETIREMENT PLAN | MEDIA PA | 100 | $21.8M | $4K |
| 5 | TRIANGLE TOOL, LLC TRIANGLE TOOL, LLC 401(K) PLAN | MILWAUKEE WI | 129 | $15.0M | $3K |
| 6 | ONE SENIOR CARE, INC. ONE SENIOR CARE, INC. 401(K) PLAN | ERIE PA | 401 | $4.9M | $3K |
