Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Real Estate Idx N/R in their Schedule of Assets, totaling $5.8M 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 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN | NEW HAVEN CT | 22,243 | $2.3B | $3.4M |
| 2 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX-EXEMPT AFFLILIATES RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 22,243 | $1.1B | $860K |
| 3 | LAWRENCE & MEMORIAL HOSPITAL |
NEW LONDON CT |
| 4,346 |
| $369.4M |
| $564K |
| 4 | BRIDGEPORT HOSPITAL BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN | BRIDGEPORT CT | 4,413 | $286.6M | $339K |
| 5 | GREENWICH HOSPITAL GREENWICH HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN | GREENWICH CT | 2,279 | $242.3M | $303K |
| 6 | BRIDGEPORT HOSPITAL BRIDGEPORT HOSPITAL EMPLOYER CONTRIBUTION RETIREMENT PLAN | BRIDGEPORT CT | 4,305 | $253.8M | $274K |
| 7 | SWING EDUCATION, INC. SWING EDUCATION 401(K) PLAN | CONCORD CA | 6,119 | $3.8M | $27K |
| 8 | CORPORATE PROFESSIONAL BUSINESS SERVICES INC. CORPORATE PROFESSIONAL BUSINESS SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 91 | $35.9M | $15K |
