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 IDX MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $16K 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 | FIRST RESOURCES CORP. FIRST RESOURCES CORP. 403(B) PLAN | OTTUMWA IA | 336 | $2.5M | $8K |
| 2 | HOUSE OF DESIGN LLC HOUSE OF DESIGN LLC 401(K) PROFIT SHARING PLAN | NAMPA ID | 0 | $3.0M | $4K |
| 3 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN |
KIMBERLY ID |
| 225 |
| $6.6M |
| $4K |
