Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Voya DFA Real Estate Securities Portfolio - in their Schedule of Assets, totaling $37K 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 | ANNEX WEALTH MANAGEMENT, LLC ANNEX WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN | BROOKFIELD WI | 148 | $13.9M | $32K |
| 2 | PROTEC ASSOCIATION SERVICES PROTEC BUILDING SERVICES 401(K) PLAN | SAN DIEGO CA | 372 | $5.3M | $5K |
