Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Institutional Realty Mutual fund in their Schedule of Assets, totaling $2.6M 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 | NEATON AUTO PRODUCTS MFG., INCORPORATED NEATON AUTO PRODUCTS MFG., INCORPORATED RETIREMENT AND SAVINGS PLAN | EATON OH | 983 | $45.9M | $2.2M |
| 2 | ALPLA, INC. ALPLA 401(K) RETIREMENT PLAN | MCDONOUGH GA | 1,368 | $62.2M | $272K |
| 3 | O'NEILL VINTNERS & DISTILLERS O'NEILL VINTNERS & DISTILLERS 401(K) PLAN |
PARLIER CA |
| 398 |
| $22.0M |
| $110K |
| 4 | ST. BERNARD HOSPITAL FOUNDATION, INC. ST. BERNARD PARISH HOSPITAL RETIREMENT SAVINGS PLAN | CHALMETTE LA | 120 | $4.0M | $20K |
