Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 69 U.S. retirement plans report holding Cohen & Steers Institutional Realty Shares Mutual fund in their Schedule of Assets, totaling $76.0M 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 | OHIO FARMERS INSURANCE COMPANY WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN | WESTFIELD CENTER OH | 2,616 | $515.5M | $19.6M |
| 2 | DREXEL UNIVERSITY DREXEL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 11,873 | $1.8B | $15.6M |
| 3 | VISTEON CORPORATION VISTEON INVESTMENT PLAN |
VAN BUREN TOWNSHIP MI |
| 263 |
| $590.7M |
| $7.9M |
| 4 | STMICROELECTRONICS, INC. STMICROELECTRONICS, INC. 401(K) SAVINGS PLAN | COPPELL TX | 827 | $572.3M | $4.4M |
| 5 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $3.7M |
| 6 | NOBLIS, INC. NOBLIS, INC. TAX SHELTERED ANNUITY PLAN | RESTON VA | 2,575 | $533.2M | $3.5M |
| 7 | THE GORES GROUP, LLC THE GORES GROUP, LLC - 401K PLAN | BEVERLY HILLS CA | 1,388 | $361.3M | $3.1M |
| 8 | INFRAMARK, LLC INFRAMARK 401(K) SAVINGS PLAN | KATY TX | 3,201 | $179.0M | $2.4M |
| 9 | COMPUCOM SYSTEMS, INC. COMPUCOM SYSTEMS RETIREMENT SAVINGS PLAN | FORT MILL SC | 3,074 | $391.8M | $2.4M |
| 10 | UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC MI | 9,098 | $195.0M | $1.3M |
