Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fid Real Estate Invs Mutual fund - in their Schedule of Assets, totaling $6.6M 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 | EPI-USE AMERICA INC EPI-USE AMERICA INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 392 | $77.2M | $716K |
| 2 | EGON ZEHNDER INTERNATIONAL INC. EGON ZEHNDER INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 443 | $158.9M | $705K |
| 3 | AMERICAN SOFTWARE, INC. |
ATLANTA GA |
| 227 |
| $78.5M |
| $605K |
| 4 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLAN | BOSTON MA | 184 | $43.4M | $519K |
| 5 | O & G INDUSTRIES, INC. O&G INDUSTRIES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | TORRINGTON CT | 355 | $51.8M | $511K |
| 6 | SOLARWINDS INC SOLARWINDS WORLDWIDE LLC 401(K) PLAN | AUSTIN TX | 730 | $141.1M | $421K |
| 7 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN | EVANS GA | 597 | $62.1M | $382K |
| 8 | HARVEY GULF INTERNATIONAL MARINE, LLC HARVEY GULF INTERNATIONAL MARINE 401(K) PLAN | NEW ORLEANS LA | 662 | $30.7M | $336K |
| 9 | SITIME CORPORATION SITIME 401(K) PLAN | SANTA CLARA CA | 191 | $40.9M | $314K |
| 10 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $304K |