Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company DFA Real Estate Securities Portfolio Institutional Class in their Schedule of Assets, totaling $608K 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 | ANGEL OAK COMPANIES ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 266 | $28.4M | $260K |
| 2 | MP2 ENERGY LLC MP2 ENERGY LLC 401(K) PLAN | HOUSTON TX | 231 | $18.8M | $192K |
| 3 | COALITION FOR CHRISTIAN OUTREACH COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN |
PITTSBURGH PA |
| 114 |
| $8.9M |
| $57K |
| 4 | 360INSIGHTS USA LTD. 360INSIGHTS (USA) LTD. 401(K) PLAN | NEW ORLEANS LA | 177 | $15.0M | $54K |
| 5 | ELECTRONIC WAVEFORM LAB, INC. ELECTRONIC WAVEFORM LAB, INC. 401(K) PLAN | HUNTINGTON BEACH CA | 170 | $26.5M | $45K |
