Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Cohen & Steers Institutional Realty Fund Mutual fund in their Schedule of Assets, totaling $3.3M 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 | ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND | LOUISVILLE KY | 4,037 | $548.7M | $2.6M |
| 2 | BOEING ENCORE INTERIORS, LLC BOEING ENCORE INTERIORS, LLC 401(K) PLAN | HUNTINGTON BEACH CA | 555 | $35.6M | $324K |
| 3 | REITER AFFILIATED COMPANIES, LLC |
OXNARD CA |
| 656 |
| $53.5M |
| $132K |
| 4 | PANDADOC, INC PANDADOC, INC 401(K) PLAN | SAN FRANCISCO CA | 181 | $7.6M | $111K |
| 5 | PERSEFONI AI INC. PERSEFONI AI 401(K) PLAN | MESA AZ | 83 | $9.1M | $82K |
| 6 | THE LAW COMPANY, INC. THE LAW COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | WICHITA KS | 95 | $9.0M | $3K |
