Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Voya Life Insurance and Annuity Company DFA Real Estate Securities Port Inst. in their Schedule of Assets, totaling $376K 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 | CAULDWELL WINGATE COMPANY, LLC CAULDWELL WINGATE COMPANY, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 90 | $24.4M | $191K |
| 2 | CATHOLIC FACILITIES OPERATIING LLC DBA CATHOLIC HEALTH FACILITIES CATHOLIC HEALTH GROUP 401(K) PLAN | LANSDALE PA | 958 | $4.9M | $184K |
