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 Shares, Inc. in their Schedule of Assets, totaling $3.1M 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 | THE BOARD OF TRUSTEES OF THE UNION INDIVIDUAL ACCOUNT RETIREMENT FUND UNION INDIVIDUAL ACCOUNT RETIREMENT FUND | MILWAUKEE WI | 3,756 | $309.5M | $1.1M |
| 2 | UNION LEAGUE CLUB OF CHICAGO UNION LEAGUE CLUB EMPLOYEES RETIREMENT PLAN | CHICAGO IL | 36 | $13.2M | $1.1M |
| 3 | THE WOODBRIDGE GROUP |
TROY MI |
| 2,277 |
| $111.3M |
| $512K |
| 4 | BOB MAXEY LINCOLN, INC. BOB MAXEY LINCOLN MERCURY 401K PLAN & TRUST | DETROIT MI | 202 | $11.6M | $151K |
| 5 | KEY CONSTRUCTION, INC. KEY CONSTRUCTION, INC. 401(K) PLAN | WICHITA KS | 185 | $18.9M | $105K |
| 6 | GREENWOOD INDUSTRIES, INC. GREENWOOD INDUSTRIES 401(K) PROFIT SHARING PLAN | WORCESTER MA | 139 | $11.6M | $77K |
