Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Advisor Real Estate Fund " in their Schedule of Assets, totaling $863K 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 | ROBINSON FANS HOLDINGS, INC. ROBINSON FANS HOLDINGS 401(K) & PROFIT SHARING PLAN | ZELIENOPLE PA | 316 | $41.8M | $310K |
| 2 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN | LEESBURG TX | 257 | $27.6M | $281K |
| 3 | KATAHDIN INDUSTRIES, INC |
HUDSON MA |
| 205 |
| $12.1M |
| $158K |
| 4 | HELP - NEW MEXICO, INC. HELP - NEW MEXICO, INC. 403(B) RETIREMENT PLAN | ALBUQUERQUE NM | 24 | $1.5M | $78K |
| 5 | HEALTH SERVICES MANAGEMENT, INC. HEALTH SERVICES MANAGEMENT, INC. 401(K) PLAN | CRYSTAL RIVER FL | 2,895 | $8.5M | $27K |
| 6 | LENCO INDUSTRIES, INC. LENCO INDUSTRIES, INC. 401(K) RETIREMENT PLAN | PITTSFIELD MA | 90 | $13.9M | $9K |
