Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Global Realty Fund Mutual fund in their Schedule of Assets, totaling $3.8M 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 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $2.6M |
| 2 | STRATA CORPORATION STRATA CORPORATION 401(K) | GRAND FORKS ND | 708 | $59.4M | $818K |
| 3 | VILLARA CORPORATION VILLARA CORPORATION 401(K) PLAN |
MCCLELLAN CA |
| 849 |
| $31.8M |
| $313K |
| 4 | WESTERN RESERVE AREA AGENCY ON AGING WESTERN RESERVE AREA AGENCY ON AGING 401(K) PLAN | CLEVELAND OH | 341 | $14.5M | $13K |
