Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Cohen & Steers Institutional Realty Shares Registered investment company in their Schedule of Assets, totaling $27.0M 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 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN | ITHACA NY | 12,526 | $1.6B | $11.5M |
| 2 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES | ITHACA NY | 5,517 | $2.2B | $11.5M |
| 3 | HILCO TRADING, LLC |
NORTHBROOK IL |
| 1,608 |
| $114.4M |
| $1.4M |
| 4 | NORTHWEST PRIMARY CARE GROUP, PC NORTHWEST PRIMARY CARE GROUP, PC 401(K) PLAN | MILWAUKIE OR | 165 | $48.3M | $643K |
| 5 | TRONA VALLEY COMMUNITY FEDERAL CREDIT UNION TRONA VALLEY COMMUNITY FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | GREEN RIVER WY | 69 | $19.7M | $544K |
| 6 | OLUWATOYIN AJAYI MEDICAL PRACTICE, PC OLUWATOYIN AJAYI MEDICAL PRACTICE, PC 401(K) PLAN | BROOKLYN NY | 702 | $7.2M | $319K |
| 7 | LLOYD'S REGISTER QUALITY ASSURANCE, INC. LRQA 401(K) PLAN | HOUSTON TX | 98 | $19.6M | $257K |
| 8 | R.L.K. AND COMPANY TIMBERLINE LODGE EMPLOYEE SAVINGS AND PROTECTION PLAN | GOVERNMENT CAMP OR | 1,066 | $13.8M | $192K |
| 9 | LLOYD'S REGISTER AMERICAS, INC LLOYD'S REGISTER 401(K) PLAN | HOUSTON TX | 114 | $47.4M | $174K |
| 10 | BEGA NORTH AMERICA, INC. BEGA NORTH AMERICA, INC. SALARY SAVINGS PLAN | CARPINTERIA CA | 162 | $27.2M | $152K |
