Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Real Estate Income Z Mutual Funds in their Schedule of Assets, totaling $142K 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 | KPM ANALYTICS INC. KPM ANALYTICS, INC. 401(K) PLAN | WESTBOROUGH MA | 119 | $7.8M | $138K |
| 2 | MILESTONES BEHAVIORAL SERVICES, INC., DBA CONNECTICUT CENTER FOR CH MILESTONES BEHAVIORAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | MILFORD CT | 152 | $7.6M | $4K |
