Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Cohen&Steers Instl Realty Shares in their Schedule of Assets, totaling $21.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUALSTAR CREDIT UNION QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN | BOTHELL WA | 79 | $34.9M | $3.5M |
| 2 | ULTA SALON COSMETICS & FRAGRANCE, INC. ULTA SALON COSMETICS & FRAGRANCE 401(K) RETIREMENT PLAN | BOLINGBROOK IL | 67,118 | $542.0M | $3.2M |
| 3 | TRUSTEES OF UFCW LOCAL UNION 1189 AND ST. PAUL FOOD EMPLOYERS DEF CONT |
BLOOMINGTON MN |
| 7,276 |
| $226.4M |
| $2.6M |
| 4 | VALMET INC. VALMET, INC. PENSION PLAN AND TRUST | NORCROSS GA | 2,165 | $86.1M | $2.6M |
| 5 | GOLDBERG KOHN LTD. GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN | CHICAGO IL | 121 | $131.9M | $1.4M |
| 6 | IBEW LOCAL UNION 347 & IOWA CHAPTER OF NECA BOARD OF TRUSTEES IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN | TROY MI | 2,242 | $89.9M | $735K |
| 7 | DEGREED, INC. DEGREED, INC. 401(K) PLAN | DRAPER UT | 224 | $37.3M | $449K |
| 8 | DART BANK DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MASON MI | 291 | $31.0M | $441K |
| 9 | QPS, LLC QPS, LLC 401(K) PLAN | NEWARK DE | 359 | $56.0M | $425K |
| 10 | KOHLER CREDIT UNION KOHLER CREDIT UNION DEFINED BENEFIT PLAN | SHEBOYGAN WI | 99 | $15.9M | $425K |
