Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Duff Phelps Real Estate Securities I in their Schedule of Assets, totaling $468K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAHLIN GROUP, INC. DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN | PLEASANTON CA | 180 | $47.2M | $386K |
| 2 | CDG, INC. CDG ENGINEERS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ANDALUSIA AL | 206 | $22.0M | $82K |
