Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fid Real Estate Idx in their Schedule of Assets, totaling $745K 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 | HOLIDAY OIL COMPANY HOLIDAY OIL COMPANY 401(K) PROFIT SHARING PLAN | DRAPER UT | 674 | $28.1M | $571K |
| 2 | POWER SOLUTIONS INTERNATIONAL, INC. PSI 401(K) PLAN | WOOD DALE IL | 714 | $40.4M | $61K |
| 3 | TENNESSEE AQUARIUM TENNESSEE AQUARIUM RETIREMENT PLAN |
CHATTANOOGA TN |
| 343 |
| $33.3M |
| $45K |
| 4 | CHARLES N WHITE CONSTRUCTION CO WHITE CONSTRUCTION COMPANY 401-K PLAN | RIDGELAND MS | 128 | $17.5M | $39K |
| 5 | SUMMIT INTERCONNECT, INC. SUMMIT 401(K) PLAN | ANAHEIM CA | 1,049 | $23.7M | $29K |
