Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Real Estate Index N/R in their Schedule of Assets, totaling $2.0M 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 | BILLINGS CLINIC BILLINGS CLINIC 403B PLAN | BILLINGS MT | 4,247 | $594.8M | $1.7M |
| 2 | ADVANCED WEB TECHNOLOGIES, INC. ADVANCED WEB TECHNOLOGIES, INC. 401(K) PLAN | MINNEAPOLIS MN | 542 | $32.2M | $128K |
| 3 | OPEN DEALER EXCHANGE LLC OPEN DEALER EXCHANGE LLC 401(K) PLAN |
SOUTHFIELD MI |
| 201 |
| $20.8M |
| $94K |
| 4 | ALTO-SHAAM, INC. THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN | MENOMONEE FALLS WI | 490 | $48.1M | $60K |
| 5 | STRAIGHTERLINE, INC. STRAIGHTERLINE, INC. 401(K) PLAN | ARLINGTON VA | 81 | $3.8M | $17K |
