Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity FID Real Estate Index in their Schedule of Assets, totaling $472K 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 | LUMINAR TECHNOLOGIES INC. LUMINAR 401(K) | ORLANDO FL | 466 | $40.6M | $246K |
| 2 | ARS NATIONAL SERVICES INC. ARS NATIONAL SERVICES 401(K) SAVINGS PLAN | ESCONDIDO CA | 156 | $10.8M | $165K |
| 3 | PANTHEON VENTURES (US) LP PANTHEON VENTURES (US) LP 401(K) PLAN AND TRUST |
SAN FRANCISCO CA |
| 102 |
| $38.1M |
| $61K |