Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fid Real Estate Invs Mutual fund - in their Schedule of Assets, totaling $5.5M 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 | EPI-USE AMERICA INC EPI-USE AMERICA INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 392 | $77.2M | $716K |
| 2 | AMERICAN SOFTWARE, INC. AMERICAN SOFTWARE, INC. 401(K)/PROFIT SHARING PLAN | ATLANTA GA | 227 | $78.5M | $605K |
| 3 | CHARLESBANK CAPITAL PARTNERS, LLC |
BOSTON MA |
| 184 |
| $43.4M |
| $519K |
| 4 | O & G INDUSTRIES, INC. O&G INDUSTRIES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | TORRINGTON CT | 355 | $51.8M | $511K |
| 5 | SOLARWINDS INC SOLARWINDS WORLDWIDE LLC 401(K) PLAN | AUSTIN TX | 730 | $141.1M | $421K |
| 6 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN | EVANS GA | 597 | $62.1M | $382K |
| 7 | HARVEY GULF INTERNATIONAL MARINE, LLC HARVEY GULF INTERNATIONAL MARINE 401(K) PLAN | NEW ORLEANS LA | 662 | $30.7M | $336K |
| 8 | SITIME CORPORATION SITIME 401(K) PLAN | SANTA CLARA CA | 191 | $40.9M | $314K |
| 9 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $304K |
| 10 | TRIANZ DIGITAL CONSULTING, INC. TRIANZ RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 148 | $25.7M | $273K |
