Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Annuity Company * Voya Retirement Insurance and DFA Real Estate Secs Port Ins N/R in their Schedule of Assets, totaling $222K 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 | BRIVO, INC. BRIVO SYSTEMS LLC 401(K) PLAN | BETHESDA MD | 377 | $20.0M | $222K |
