Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Real Estate Income # in their Schedule of Assets, totaling $343K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACHIEVA CREDIT UNION ACHIEVA CREDIT UNION 401(K) SAVINGS PLAN | DUNEDIN FL | 499 | $46.3M | $130K |
| 2 | AMERICAN AGRICULTURAL INSURANCE COMPANY AMERICAN AGRICULTURAL INSURANCE COMPANY EMPLOYEES SAVINGS TRUST | SCHAUMBURG IL | 136 | $29.8M | $117K |
| 3 | LABORERS AGC TRUST OF MONTANA HEALTH & W |
SPOKANE WA |
| 720 |
| $19.6M |
| $96K |
