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 Mutual fund in their Schedule of Assets, totaling $4.4M 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 | NEATON AUTO PRODUCTS MFG., INCORPORATED NEATON AUTO PRODUCTS MFG., INCORPORATED RETIREMENT AND SAVINGS PLAN | EATON OH | 983 | $45.9M | $2.2M |
| 2 | KIMCO REALTY CORPORATION KIMCO REALTY CORPORATION 401(K) PLAN | JERICHO NY | 708 | $237.2M | $1.8M |
| 3 | ALPLA, INC. ALPLA 401(K) RETIREMENT PLAN |
MCDONOUGH GA |
| 1,368 |
| $62.2M |
| $272K |
| 4 | O'NEILL VINTNERS & DISTILLERS O'NEILL VINTNERS & DISTILLERS 401(K) PLAN | PARLIER CA | 398 | $22.0M | $110K |
| 5 | ST. BERNARD HOSPITAL FOUNDATION, INC. ST. BERNARD PARISH HOSPITAL RETIREMENT SAVINGS PLAN | CHALMETTE LA | 120 | $4.0M | $20K |
| 6 | COMMERCE FABRIC INC. FABRIC 401(K) PLAN | SAN FRANCISCO CA | 70 | $6.6M | $12K |