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 Investment in their Schedule of Assets, totaling $1.5M 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 | LOGIX EMPLOYMENT SERVICES,INC. LOGIX EMPLOYMENT SERVICES, INC. EMPLOYEE SAVINGS PLAN | VALENCIA CA | 841 | $173.2M | $1.5M |
| 2 | GASTROINTESTINAL SPECIALISTS, INC. GASTROINTESTINAL SPECIALISTS, INC. PROFIT-SHARING PLAN AND TRUST | RICHMOND VA | 73 | $29.8M | $50K |
