Fidelity Real Estate Index
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 189 retirement plans report an interest in this investment, totaling $8.1M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
189
Reported interest (EOY)
$8.1M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Fidelity Real Estate Index, Fidelity Real Estate Index Fund. Counts combine all variants of the same investment.
Plans holding Fidelity Real Estate Indexranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MIAMI HEAT LIMITED PARTNERSHIP MIAMI HEAT LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | MIAMI FL | 507 | $61.0M | $557K |
| 2 | OPHTHALMOLOGY SPECIALISTS OF TEXAS, PLLC OPHTHALMOLOGY SPECIALISTS OF TEXAS, PLLC 401(K) PLAN | ABILENE TX | 116 | $11.7M | $496K |
| 3 | XETEX, LLC XETEX, LLC 401(K) PLAN | COON RAPIDS MN | 132 | $8.6M | $410K |
| 4 | SHERPA 6, INC. SHERPA 6, INC. 401(K) PROFIT SHARING PLAN | LITTLETON CO | 183 | $14.0M | $371K |
| 5 | FOOD CONCEPTS INTERNATIONAL, LP FOOD CONCEPTS INTERNATIONAL, LP 401(K) PLAN | LUBBOCK TX | 1,368 | $14.5M | $358K |
| 6 | HEINZEN, LLC HEINZEN, LLC 401(K) PLAN | GILROY CA | 95 | $11.1M | $297K |
| 7 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $288K |
| 8 | MODERE, INC. MODERE, INC. 401(K) PROFIT SHARING PLAN | SPRINGVILLE UT | 307 | $16.7M | $229K |
| 9 | DAVIS PARTNERSHIP, P.C. DAVIS PARTNERSHIP, P.C. 401(K) PLAN | DENVER CO | 152 | $24.4M | $224K |
| 10 | TEP HOLDINGS, LLC TEP HOLDINGS 401(K) PLAN | RALEIGH NC | 979 | $38.9M | $180K |
See all 189 plans holding Fidelity Real Estate Index
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