Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding COHEN & STEERS REALTY INST CL Registered Investment Company in their Schedule of Assets, totaling $1.4M 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 | SERVISFIRST BANK SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 631 | $71.0M | $832K |
| 2 | VERUS ADVISORY, INC. VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN | SEATTLE WA | 94 | $37.1M | $475K |
| 3 | JOHNSTONE SUPPLY, LLC. JOHNSTONE SUPPLY, LLC. EMPLOYEE RETIREMENT PLAN |
PORTLAND OR |
| 999 |
| $83.4M |
| $100K |
| 4 | CASPER SLEEP INC. CASPER SLEEP INC. 401(K) PLAN | NEW YORK NY | 353 | $16.5M | $40K |
