Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Morningstar C&S Inst Realty SHS in their Schedule of Assets, totaling $25K 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 | JACKSON HOLE MOUNTAIN RESORT CORPORATION JACKSON HOLE MOUNTAIN RESORT 401(K) PLAN | TETON VILLAGE WY | 1,668 | $33.4M | $25K |
