Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fid Real Estate Invs in their Schedule of Assets, totaling $31.7M 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 | EATON CORPORATION EATON SAVINGS TRUST | CLEVELAND OH | — | $8.5B | $19.5M |
| 2 | CHATHAM FINANCIAL CHATHAM FINANCIAL CORPORATION 401(K) PLAN | KENNETT SQUARE PA | 632 | $234.3M | $2.1M |
| 3 | LOR, INC. LOR, INC. 401(K) PLAN | ATLANTA GA |
| 600 |
| $70.4M |
| $1.7M |
| 4 | TOWER SEMICONDUCTOR NEWPORT BEACH INC. TOWER SEMICONDUCTOR NEWPORT BEACH RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 1,103 | $176.2M | $1.7M |
| 5 | DINSMORE & SHOHL LLP THE DINSMORE & SHOHL LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI OH | 1,461 | $472.2M | $1.4M |
| 6 | AIR LINE PILOTS ASSOCIATION INTERNATIONAL AIR LINE PILOTS ASSOCIATION, INTERNATIONAL DEFERRED SAVINGS PLAN BARGAINING PROFESSIONAL ADMIN EMP. | MCLEAN VA | 224 | $138.3M | $1.1M |
| 7 | H.I.G. CAPITAL MANAGEMENT, LLC H.I.G. CAPITAL MANAGEMENT, LLC 401(K) PLAN | MIAMI FL | 696 | $122.3M | $977K |
| 8 | PURVIS INDUSTRIES, LLC PURVIS 401(K) PLAN | DALLAS TX | 1,020 | $55.5M | $562K |
| 9 | MDC INTERIOR SOLUTIONS, LLC MDC INTERIOR SOLUTIONS, LLC EMPLOYEES' 401(K) SAVINGS PLAN | GLENDALE HEIGHTS IL | 248 | $33.5M | $553K |
| 10 | LANDMARK WORLDWIDE ENTERPRISES, INC. LANDMARK WORLDWIDE ENTERPRISES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 338 | $31.5M | $446K |
