Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Cohen & Steers Realty Shares Institutional in their Schedule of Assets, totaling $19.5M 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 | JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK NY | 147,007 | $3.9B | $19.4M |
| 2 | BERGSTROM ELECTRIC, INC. BERGSTROM ELECTRIC, INC. 401(K) PLAN | GRAND FORKS ND | 127 | $16.4M | $118K |
| 3 | HOTELS UNLIMITED, INC. HOTELS UNLIMITED, INC. & AFFILIATES 401(K) PLAN |
EAST WINDSOR NJ |
| 293 |
| $9.7M |
| $399 |
