Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Fidelity Real Estate Investment Portfolio - in their Schedule of Assets, totaling $5.3M 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 | AMERANT BANK, N.A. AMERANT BANK, N.A. RETIREMENT BENEFITS PLAN | CORAL GABLES FL | 720 | $141.6M | $2.0M |
| 2 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $900K |
| 3 | CEMEX, INC. CEMEX, INC. SAVINGS PLAN |
| 9,268 |
| $942.3M |
| $506K |
| 4 | ROIVANT SCIENCES, INC. ROIVANT SCIENCES, INC. 401(K) PLAN | NEW YORK NY | 783 | $115.4M | $464K |
| 5 | STRAUB DISTRIBUTING COMPANY, LTD. STRAUB DISTRIBUTING COMPANY, LTD. PROFIT-SHARING PLAN | ANAHEIM CA | 247 | $28.9M | $461K |
| 6 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN | NEWTOWN SQUARE PA | 572 | $101.4M | $315K |
| 7 | TRICON ENERGY, INC. TRICON ENERGY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 145 | $30.3M | $207K |
| 8 | HENRY AVOCADO CORPORATION HENRY AVOCADO CORPORATION | ESCONDIDO CA | 108 | $22.5M | $152K |
| 9 | MCCOLLISTER'S TRANSPORTATION SYSTEMS INC MCCOLLISTER'S TRANSPORTATION SYSTEMS, INC. 401(K) SAVINGS PLAN | BURLINGTON NJ | 413 | $29.4M | $89K |
| 10 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $48K |
