Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Cohen & Steers Instl Realty Shares Registered investment company in their Schedule of Assets, totaling $1.8M 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 | MARSHALL MEDICAL CENTER MARSHALL MEDICAL CENTER 403(B) RETIREMENT PLAN | PLACERVILLE CA | 1,486 | $160.7M | $1.2M |
| 2 | SANDIA AREA FEDERAL CREDIT UNION SANDIA AREA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | ALBUQUERQUE NM | 144 | $15.9M | $427K |
| 3 | CARE ONE MANAGEMENT, LLC |
FORT LEE NJ |
| 933 |
| $39.4M |
| $156K |
| 4 | CALIX, INC. CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN. | SAN JOSE CA | 1,014 | $256.5M | $11K |
| 5 | THE 615 GROUP, LLC THE 615 GROUP 401(K) PLAN | NASHVILLE TN | 274 | $6.3M | $4K |
| 6 | SANDIA AREA FEDERAL CREDIT UNION SANDIA AREA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 182 | $6.5M | $1K |
| 7 | STANGE LAW FIRM PC STANGE LAW FIRM, PC 401(K) PROFIT SHARING PLAN | CLAYTON MO | 79 | $1.7M | $1K |
