Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Cohen & Steers Instl Realty Mutual fund - in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SMART CITY TELECOMMUNICATIONS LLC SMART CITY TELECOMMUNICATIONS LLC 401(K) PLAN | LAKE BUENA VISTA FL | 361 | $34.4M | $828K |
| 2 | MODUSPEC LLC MODUSPEC LLC 401(K) PLAN | HOUSTON TX | 87 | $27.4M | $146K |
| 3 | OTC GLOBAL HOLDINGS, LP OTC GLOBAL HOLDINGS LP 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 226 |
| $25.7M |
| $36K |
| 4 | PENNONI ASSOCIATES INC. PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN | PHILADELPHIA PA | 1,365 | $165.4M | $26K |
| 5 | ISG TECHNOLOGY, LLC ISG TECHNOLOGY, LLC SALARY REDUCTION PLAN AND TRUST | OVERLAND PARK KS | 93 | $13.3M | $22K |
| 6 | WEST VALLEY ENGINEERING, INC. WEST VALLEY STAFFING GROUP 401(K) PLAN | SUNNYVALE CA | 27,974 | $7.0M | $15K |
| 7 | ACADEMY PARENT, LLC THE ACADEMY 401(K) RETIREMENT PLAN | ARLINGTON VA | 180 | $13.4M | $14K |
| 8 | UNISPACE OF NORTH AMERICA, LLC UNISPACE 401(K) PLAN | BOSTON MA | 110 | $12.2M | $9K |
| 9 | HOPELINK HOPELINK 401(K) PLAN | REDMOND WA | 381 | $15.0M | $8K |