Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Real Estate in their Schedule of Assets, totaling $247K 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 | CENTER FOR SUSTAINABLE ENERGY CENTER FOR SUSTAINABLE ENERGY | SAN DIEGO CA | 240 | $15.5M | $164K |
| 2 | INSPIRITEC, INC. INSPIRITEC, INC. 401K RETIREMENT PLAN | PHILADELPHIA PA | 1,130 | $13.0M | $56K |
| 3 | SHIPWELL, INC. SHIPWELL, INC. 401(K) PLAN |
AUSTIN TX |
| 46 |
| $4.5M |
| $28K |
