Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Realty Institutional Shares in their Schedule of Assets, totaling $710K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF IBEW LOCAL 728 ANNUITY FUND I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND | PEMBROKE PINES FL | 1,758 | $93.4M | $302K |
| 2 | CELLNETIX LABS, LLC CELLNETIX 401(K) PROFIT SHARING PLAN | TUKWILA WA | 405 | $120.0M | $269K |
| 3 | REECE SUPPLY COMPANY, INC. REECE SUPPLY COMPANY PROFIT SHARING PLAN AND TRUST |
IRVING TX |
| 189 |
| $13.8M |
| $135K |
| 4 | PORZIO, BROMBERG & NEWMAN, P.C. PORZIO, BROMBERG & NEWMAN, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN | MORRISTOWN NJ | 207 | $130.4M | $3K |