Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Real Estate Income N/R in their Schedule of Assets, totaling $36.3M 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 | HIGHMARK HEALTH HIGHMARK INVESTMENT PLAN MASTER TRUST | PITTSBURGH PA | — | $4.1B | $30.8M |
| 2 | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. HEALTHNOW NEW YORK INC. ELECTIVE 401(K) PLAN | PITTSBURGH PA | 1,009 | $223.6M | $5.5M |
