Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Fid Real Estate Idx in their Schedule of Assets, totaling $922K 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 | PACE UNIVERSITY PACE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | VALHALLA NY | 2,350 | $881.5M | $350K |
| 2 | VIEW OPERATING CORPORATION VIEW 401K PLAN | SAN JOSE CA | 138 | $32.6M | $139K |
| 3 | S. EMERSON GROUP, INC. THE EMERSON GROUP RETIREMENT PLAN |
WAYNE PA |
| 255 |
| $86.4M |
| $123K |
| 4 | SPYCLOUD, INC. SPYCLOUD, INC. 401(K) PLAN | AUSTIN TX | 158 | $10.9M | $104K |
| 5 | HAPPY MONEY, INC. HAPPY MONEY 401(K) PLAN | TUSTIN CA | 125 | $17.0M | $86K |
| 6 | ASSOCIATED ENERGY GROUP, LLC DBA AEG FUELS AEG FUELS 401(K) PLAN | MIAMI FL | 330 | $12.2M | $59K |
| 7 | EVERGREEN FORD EVERGREEN RETIREMENT PLAN AND TRUST | ISSAQUAH WA | 131 | $6.2M | $22K |
| 8 | NEWAGESYS, INC. NEWAGESYS, INC. SAVINGS PLAN | PRINCETON NJ | 150 | $3.0M | $13K |
| 9 | ST. CATHERINE UNIVERSITY ST. CATHERINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. PAUL MN | 1,014 | $178.2M | $8K |
| 10 | MARTIN MANAGEMENT GROUP, INC. MARTIN MANAGEMENT GROUP, INC. 401(K) PLAN | BOWLING GREEN KY | 670 | $10.2M | $8K |
