Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company DFA Real Estate Secs Port Ins - in their Schedule of Assets, totaling $2.0M 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 | FORTEC MEDICAL, INC. FORTEC MEDICAL, INC. 401(K) PROFIT SHARING | HUDSON OH | 567 | $38.9M | $619K |
| 2 | BALLY'S MANAGEMENT GROUP, LLC BALLY'S 401(K) PLAN | LINCOLN RI | 6,731 | $175.4M | $374K |
| 3 | ECCO SELECT CORP. ECCO SELECT 401(K) PLAN |
| 197 |
| $16.7M |
| $205K |
| 4 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $204K |
| 5 | LIFESOUTH COMMUNITY BLOOD CENTERS INC. LIFESOUTH RETIREMENT PLAN | GAINESVILLE FL | 597 | $28.5M | $159K |
| 6 | AMERICAN CONTRACTING & ENVIRONMENTAL SERVICES, INC. AMERICAN CONTRACTING & ENVIRONMENTAL SERVICES, INC 401K PROFIT SHARING PLAN | MARRIOTTSVILLE MD | 237 | $18.1M | $126K |
| 7 | FIRST SOUTHERN BANCORP INC FIRST SOUTHERN BANCORP INC 401K PLAN | STANFORD KY | 240 | $43.1M | $111K |
| 8 | NORMAN W. FRIES, INC. CLAXTON CLAXTON POULTRY FARMS EMPLOYEES' SAVING PLAN | CLAXTON GA | 2,924 | $20.4M | $87K |
| 9 | TRANSIT MANAGEMENT OF VOLUSIA COUNTY, INC TMVC 401(K) RETIREMENT PLAN | DAYTONA FL | 209 | $6.9M | $31K |
| 10 | PLAN COMPLIANCE SERVICES, INC. TAG(K) POOLED EMPLOYER PLAN | CLEARWATER FL | 220 | $3.5M | $29K |
