Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Fidelity Real Estate Income Fund N/R in their Schedule of Assets, totaling $1.9M 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 | WEST PENN ALLEGHENY HEALTH SYSTEM RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM | PITTSBURGH PA | 6,976 | $1.2B | $1.9M |
