Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Instl Realty in their Schedule of Assets, totaling $1.8M 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 | EQUINOR US HOLDINGS INC. EQUINOR US HOLDINGS INC. 401(K) RETIREMENT PLAN | STAMFORD CT | 666 | $309.7M | $1.0M |
| 2 | EQUINOR US HOLDINGS INC. EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN | STAMFORD CT | 734 | $199.6M | $552K |
| 3 | CONVERGE TECHNOLOGY SOLUTIONS US, LLC |
NORCROSS GA |
| 1,584 |
| $208.8M |
| $131K |
| 4 | NXG, LLC NXG, LLC SAVINGS & RETIREMENT PLAN | PHOENIX AZ | 1,332 | $36.7M | $25K |
| 5 | SOURCE MANAGEMENT, INC. SOURCE MANAGEMENT, INC. 401(K) PLAN | GOLDEN CO | 62 | $6.3M | $24K |
| 6 | INLAND COUNTIES LEGAL SERVICES, INC INLAND COUNTIES LEGAL SERVICES, INC. RETIREMENT SAVINGS PLAN | RIVERSIDE CA | 159 | $6.3M | $12K |
| 7 | BOARD OF TRUSTEES, CEMENT MASONS AND PLASTERERS 401(K) TRUST CEMENT MASONS AND PLASTERERS 401K PLAN | SEATTLE WA | 2,421 | $17.6M | $10K |
| 8 | VIZZA WASH, L.P. VIZZA WASH, L. P. 401(K) PLAN | SAN ANTONIO TX | 463 | $7.0M | $7K |
