Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Real Estate Investment Fund in their Schedule of Assets, totaling $911K 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 | THE MORTGAGE FIRM, INC. THE MORTGAGE FIRM, INC. 401(K) PLAN | ALTAMONTE SPRINGS FL | 327 | $31.2M | $289K |
| 2 | EDUCATIONAL FEDERAL CREDIT UNION EDUCATIONAL FEDERAL CREDIT UNION | MIAMI FL | 338 | $45.1M | $267K |
| 3 | MILLICOM INTERNATIONAL SERVICES, LLC MILLICOM INTERNATIONAL SERVICES EMPLOYEES' RETIREMENT SAVINGS PLAN |
FLORIDA FL |
| 81 |
| $21.8M |
| $190K |
| 4 | FRANCISCAN CHILDREN'S FRANCISCAN CHILDREN'S 401(K) PLAN | BRIGHTON MA | 25 | $32.6M | $165K |
