Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fid Real Estate Invs in their Schedule of Assets, totaling $3.0M 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 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN | HERNDON VA | 473 | $161.6M | $2.1M |
| 2 | PANORAMA EYE CARE, LLC PANORAMA EYE CARE 401(K) AND PROFIT SHARING PLAN | FORT COLLINS CO | 436 | $47.5M | $582K |
| 3 | FIRST COMMERCIAL BANK USA F.C.B. 401(K) PLAN |
ALHAMBRA CA |
| 152 |
| $25.3M |
| $188K |
| 4 | K2SHARE, LLC K2SHARE, LLC 401(K) PLAN | COLLEGE STATION TX | 130 | $14.4M | $85K |
| 5 | SHEE ATIKA INC. SHEE ATIKA, INC. 401K PLAN | SITKA AK | 347 | $14.7M | $29K |
| 6 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B | EDISON NJ | 252 | $24.6M | $10K |
| 7 | LIGHTOLOGY LLC LIGHTOLOGY LLC 401(K) PLAN | CHICAGO IL | 210 | $7.5M | $3K |
