Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Inst Realty Mutual fund in their Schedule of Assets, totaling $550K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BLACK RIVER SYSTEMS COMPANY, INC. BLACK RIVER SYSTEMS COMPANY 401(K) EMPLOYEE RETIREMENT PLAN | UTICA NY | 109 | $13.1M | $244K |
| 2 | ONETRUST LLC ONETRUST LLC 401(K) PLAN | ATLANTA GA | 1,044 | $34.2M | $192K |
| 3 | CARGROUP HOLDINGS, LLC CARGROUP HOLDINGS, LLC 401(K) PLAN |
SPRINGFIELD PA |
| 323 |
| $8.9M |
| $86K |
| 4 | FEITH SYSTEMS AND SOFTWARE, INC. 401(K) SAVINGS PLAN FOR EMPLOYEES OF FEITH SYSTEMS AND S | FORT WASHINGTON PA | 106 | $39.4M | $29K |