Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID REAL ESTATE IDX Mutual Fund N/A in their Schedule of Assets, totaling $394K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLEARWATER ANALYTICS, LLC CLEARWATER ANALYTICS 401K PLAN | BOISE ID | 1,044 | $114.8M | $359K |
| 2 | REGISTERED AGENTS, INC. REGISTERED AGENTS, INC. 401(K) PLAN | SHERIDAN WY | 1,105 | $11.5M | $31K |
| 3 | TASSO INC. TASSO INC. 401(K) PLAN |
| 67 |
| $5.8M |
| $3K |