Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Cohen & Steers Instit. Realty Shares Mutual fund in their Schedule of Assets, totaling $95K 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 | USA CINEMA SERVICES, LLC CINEPOLIS USA 401(K) PLAN | DALLAS TX | 899 | $4.7M | $49K |
| 2 | MEDICAL TECHNOLOGY SOLUTIONS LLC MEDICAL TECHNOLOGY SOLUTIONS, LLC 401(K) PLAN | VALENCIA CA | 267 | $15.6M | $25K |
| 3 | REAL CAPITAL LEASING LLC REAL CAPITAL LEASING LLC 401(K) PROFIT SHARING PLAN & TRUST |
WINTER GARDEN FL |
| 216 |
| $4.6M |
| $13K |
| 4 | TRADE TRAINING COMPANY, LLC SONORAN DESERT INSTITUTE 401(K) PLAN | TEMPE AZ | 434 | $4.2M | $3K |
| 5 | BILLUPS, LLC BILLUPS 401(K) PLAN | NEW YORK NY | 132 | $11.1M | $3K |
