Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Fidelity Fidelity Real Estate Index - in their Schedule of Assets, totaling $41.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRANT THORNTON LLP GRANT THORNTON LLP 401(K) SAVINGS PLAN | CHICAGO IL | 7,530 | $1.5B | $15.1M |
| 2 | GRANT THORNTON ADVISORS LLC GRANT THORNTON ADVISORS LLC 401(K) SAVINGS PLAN | CHICAGO IL | 6,827 | $1.7B | $14.6M |
| 3 | NATIONAL FUTURES ASSOCIATION NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 502 |
| $300.9M |
| $2.3M |
| 4 | TOWER RESEARCH CAPITAL, LLC TOWER RESEARCH CAPITAL GROUP 401(K) PLAN | NEW YORK NY | 468 | $167.4M | $1.9M |
| 5 | LEWIS THOMASON, P.C. LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 129 | $52.9M | $921K |
| 6 | GRAY WEST CONSTRUCTION INC. GRAY WEST CONSTRUCTION INC. 401(K) PLAN | SANTA ANA CA | 145 | $27.4M | $820K |
| 7 | QUIRCH FOODS, CO. QUIRCH FOODS 401(K) PLAN | MIAMI FL | 1,666 | $46.3M | $643K |
| 8 | WILLIAMS SCOTSMAN, INC. WILLSCOT 401(K) PLAN | PHOENIX AZ | 4,188 | $284.6M | $558K |
| 9 | RESTON ASSOCIATION RESTON ASSOCIATION RETIREMENT SAVINGS PLAN | RESTON VA | 94 | $14.5M | $540K |
| 10 | COOPER ELECTRICAL CONSTRUCTION COMPANY COOPER ELECTRICAL CONSTRUCTION COMPANY 401K SAVINGS PLAN | GREENSBORO NC | 120 | $7.3M | $510K |
