Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Cohen & Steers Institutional Realty Shares Fund Mutual fund in their Schedule of Assets, totaling $35.2M 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 | TRADER JOE'S COMPANY TRADER JOE'S COMPANY RETIREMENT PLAN | MONROVIA CA | 64,951 | $3.2B | $21.9M |
| 2 | AAA NORTHERN CALIFORNIA, NEVADA & UTAH AAA NCNU 401(K) PLAN | WALNUT CREEK CA | 5,300 | $762.7M | $7.0M |
| 3 | FENWICK & WEST LLP FENWICK & WEST LLP 401(K) RETIREMENT SAVINGS PLAN |
MOUNTAIN VIEW CA |
| 1,130 |
| $686.9M |
| $2.1M |
| 4 | CITIZEN WATCH COMPANY OF AMERICA INC. CITIZEN WATCH AMERICA 401(K) AND PROFIT SHARING PLAN | TORRANCE CA | 404 | $115.7M | $963K |
| 5 | ENKEI AMERICA, INC. ENKEI AMERICA, INC. SAVINGS PLAN | COLUMBUS IN | 613 | $33.2M | $954K |
| 6 | SOFTBANK INC. SOFTBANK INC 401(K) PLAN | SAN CARLOS CA | 204 | $64.9M | $685K |
| 7 | BAKER & HOSTETLER LLP BAKER & HOSTETLER RETIREMENT BENEFIT ENHANCEMENT PLAN | CLEVELAND OH | 185 | $28.7M | $454K |
| 8 | MEDALLIA, INC. MEDALLIA, INC. 401(K) PLAN | PLEASANTON CA | 1,030 | $212.7M | $380K |
| 9 | MANNKIND CORPORATION MANNKIND CORPORATION 401(K) PLAN | WEST VILLAGE CA | 504 | $73.3M | $273K |
| 10 | MIRANTIS, INC. MIRANTIS 401(K) PLAN | CAMPBELL CA | 142 | $19.7M | $114K |
