Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Institutional Realty Shares Mutual funds in their Schedule of Assets, totaling $2.9M 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 | FLORIDA MEDICAL CLINIC, LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,796 | $228.7M | $2.9M |
| 2 | MINDFUL HEALTH SOLUTIONS MHS-TMS 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 300 | $14.2M | $12K |
| 3 | RIGGS DISTLER & COMPANY, INC. |
CHERRY HILL NJ |
| 258 |
| $52.7M |
| $7K |
