Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 in their Schedule of Assets, totaling $8.8M 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 | CAH HOLDINGS, INC. CAH HOLDINGS INC SECTION 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 583 | $58.3M | $1.7M |
| 2 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $1.1M |
| 3 | MORROW COUNTY GRAIN GROWERS, INC. |
LEXINGTON OR |
| 66 |
| $12.0M |
| $465K |
| 4 | RCR ENTERPRISES, LLC RCR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | WELCOME NC | 379 | $39.0M | $439K |
| 5 | FOX ELECTRIC I, LTD. FOX ELECTRIC I, LTD. 401(K) PLAN | ARLINGTON TX | 269 | $16.5M | $376K |
| 6 | HBK SORCE FINANCIAL, LLC HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 116 | $25.7M | $352K |
| 7 | MOODY INSURANCE AGENCY, INC. MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | DENVER CO | 130 | $18.6M | $336K |
| 8 | BORSHEIM JEWELRY COMPANY, INC. BORSHEIM JEWELRY COMPANY 401(K) SAVINGS PLAN | OMAHA NE | 186 | $20.9M | $322K |
| 9 | STAR EXHIBITS & ENVIRONMENTS, INC. STAR EXHIBITS & ENVIRONMENTS, INC. 401K PROFIT SHARING PLAN | MINNEAPOLIS MN | 248 | $15.6M | $295K |
| 10 | BAXTER & WOODMAN, INC. BAXTER & WOODMAN 401K RETIREMENT SAVINGS PLAN | CRYSTAL LAKE IL | 415 | $89.2M | $272K |
