Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company DFA Global Real Est Sec Pt Ins in their Schedule of Assets, totaling $233K 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 | TEXAS EXCAVATION SAFETY SYSTEM INC. TEXAS EXCAVATION SAFETY SYSTEM, INC. RETIREMENT SAVINGS PLAN | RICHARDSON TX | 259 | $10.3M | $196K |
| 2 | MNET FINANCIAL, LLC MNET FINANCIAL, LLC, PROFIT SHARING PLAN | ALISO VIEJO CA | 179 | $6.2M | $14K |
| 3 | CALIFORNIA EYE SPECIALISTS MEDICAL GROUP, INC. |
CHINO CA |
| 395 |
| $2.4M |
| $12K |
| 4 | GENMED LLC SEISA BMS 401(K) PLAN | EL PASO TX | 121 | $2.3M | $11K |
