Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Cohen & Steers Instl Realty in their Schedule of Assets, totaling $2.1M 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 | AMERICAN VETERINARY MEDICAL ASSOCIATION AVMA EMPLOYEES RETIREMENT PLAN | SCHAUMBURG IL | 170 | $58.3M | $723K |
| 2 | MESSIAH UNIVERSITY MESSIAH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MECHANICSBURG PA | 2,313 | $176.4M | $678K |
| 3 | FUJIMI CORPORATION FUJIMI CORPORATION PROFIT SHARING & PENSION PLAN |
TUALATIN OR |
| 104 |
| $48.2M |
| $236K |
| 4 | UNION OF CALIFORNIA STATE WORKERS UNION OF CA STATE WORKERS 401(K) PLAN | SACRAMENTO CA | 150 | $14.2M | $102K |
| 5 | CONSTELLATION MYSTIC POWER, LLC CO CONSTELLATION ENERGY GENERATION LLC CONSTELLATION MYSTIC POWER LLC POST-EMPLOYMENT MEDICAL SAVINGS ACCOUNT PLAN FOR UNION EMPLOYEES | KENNETT SQUARE PA | 55 | $5.3M | $102K |
| 6 | KMG PRESTIGE INCORPORATED KMG PRESTIGE INCORPORATED RETIREMENT 401(K) PLAN | MT PLEASANT MI | 1,135 | $18.7M | $91K |
| 7 | CAPSTONE REAL ESTATE SERVICES, INC. CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN | AUSTIN TX | 328 | $7.0M | $65K |
| 8 | FALCON NATIONAL BANK CENTRA VENTURES, INC. 401(K) PLAN | FOLEY MN | 120 | $13.9M | $55K |
| 9 | CORBINS SERVICE ELECTRIC, LLC CORBINS ELECTRIC SAVINGS AND RETIREMENT PLAN | PHOENIX AZ | 565 | $15.8M | $27K |
| 10 | INDEPENDENT PILOTS ASSOCIATION IPA CREWMEMBER RETIREE HRA PLAN | LOUISVILLE KY | 3,406 | $40.1M | $22K |
