Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fid Real Estate Idx Registered investment company in their Schedule of Assets, totaling $2.6M 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 | ELEVATIONS CREDIT UNION ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN | BOULDER CO | 573 | $78.2M | $657K |
| 2 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN | ADDISON TX | 1,103 | $189.5M | $654K |
| 3 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN |
| 547 |
| $97.8M |
| $452K |
| 4 | IMPINJ, INC. IMPINJ, INC. 401(K) PLAN | SEATTLE WA | 352 | $71.1M | $292K |
| 5 | UTAH COMMUNITY CREDIT UNION UTAH COMMUNITY FEDERAL CREDIT UNION RETIREMENT PLAN | PROVO UT | 565 | $38.8M | $275K |
| 6 | ATLANTIC COAST REHAB & HEALTH NEW JERSEY NURSING HOME 401(K) AND PROFIT SHARING PLAN | LAKEWOOD NJ | 2,301 | $36.9M | $132K |
| 7 | REALSELF, INC. REALSELF, INC 401(K) RETIREMENT PLAN | SEATTLE WA | 25 | $18.5M | $38K |
| 8 | ELDERHOSTEL INC. ROAD SCHOLAR RETIREMENT PLAN | BOSTON MA | 593 | $84.7M | $32K |
| 9 | RAPTOR TECHNOLOGIES, LLC RAPTOR 401(K) PLAN | HOUSTON TX | 270 | $13.1M | $20K |
| 10 | UPSIDE FOODS, INC. UPSIDE FOODS 401(K) PLAN | BERKELEY CA | 192 | $11.6M | $13K |
