Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Real Estate Fund Index in their Schedule of Assets, totaling $21K 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 | INCARNATE WORD RETIREMENT COMMUNITY, INC. THE VILLAGE AT INCARNATE WORD 403(B) PLAN | SAN ANTONIO TX | 270 | $4.8M | $21K |
