Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Cohen & Steers Realty Shares Instl Mutual fund N/A in their Schedule of Assets, totaling $4.8M 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 | ALERUS FINANCIAL ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | GRAND FORKS ND | 864 | $192.1M | $3.6M |
| 2 | LUTHERAN CHARITY ASSOCIATION JAMESTOWN REGIONAL MEDICAL CENTER COMBINED RETIREMENT INCOME SAVINGS PLAN | JAMESTOWN ND | 315 | $55.8M | $737K |
| 3 | BETHANY RETIREMENT LIVING |
FARGO ND |
| 725 |
| $13.4M |
| $408K |
| 4 | SHIMADZU USA MANUFACTURING, INC. SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN | CANBY OR | 154 | $7.0M | $57K |
