Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fid Real Estate Idx in their Schedule of Assets, totaling $3.3M 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 | SAMSARA INC. SAMSARA 401(K) PLAN | SAN FRANCISCO CA | 2,550 | $240.1M | $962K |
| 2 | WENGER CORPORATION WENGER CORPORATION RETIREMENT SAVINGS PLAN | OWATONNA MN | 557 | $108.4M | $538K |
| 3 | TRUEPILL, INC TRUEPILL 401(K) PLAN | HAYWARD CA |
| 774 |
| $6.7M |
| $411K |
| 4 | WASATCH ADVISORS, LP WASATCH ADVISORS, LP DEFERRED PROFIT SHARING PLAN AND TRUST | SALT LAKE CITY UT | 97 | $120.1M | $406K |
| 5 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $273K |
| 6 | TRANSURBAN (USA), INC. TRANSURBAN (USA) 401(K) PROFIT SHARING PLAN | TYSONS VA | 179 | $30.5M | $155K |
| 7 | SMITH BROTHERS HOLDINGS, INC. SMITH BROTHERS FARMS 401K PROFIT SHARING PLAN | KENT WA | 238 | $12.7M | $129K |
| 8 | PAYLINK PAYMENT PLANS, LLC PAYLINK PAYMENT PLANS, LLC 401(K) PLAN | CHICAGO IL | 137 | $13.5M | $122K |
| 9 | CEC ENTERTAINMENT CONCEPTS, LP CEC ENTERTAINMENT 401(K) RETIREMENT & SAVINGS PLAN | IRVING TX | 4,224 | $70.7M | $93K |
| 10 | WINTER SPORTS, INC. WINTER SPORTS, INC. RETIREMENT PLAN & TRUST | WHITEFISH MT | 159 | $7.3M | $49K |
