Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Cohen & Steers Realty Instl Shares in their Schedule of Assets, totaling $387K 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 | WEST DERMATOLOGY MANAGEMENT HOLDINGS LLC AND AFFILIATES. WEST DERMATOLOGY MANAGEMENT HOLDINGS, LLC AND AFFILIATES RETIREMENT SAVINGS PLAN | DALLAS TX | 0 | $0 | $281K |
| 2 | EVOLVEHR V, INC. EVOLVEHR RETIREMENT PLAN | CHICAGO IL | 659 | $40.6M | $69K |
| 3 | ATX PEO SERVICES, INC. |
BOISE ID |
| 1,470 |
| $35.3M |
| $36K |
