Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Advisor Real Estate Income I in their Schedule of Assets, totaling $269K 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 | WEBB-MASON, LLC WEBB-MASON, LLC. 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 307 | $27.0M | $252K |
| 2 | VANTAGE PLASTICS VANTAGE PLASTICS 401(K) PLAN | STANDISH MI | 282 | $8.1M | $17K |
