Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Investments Fidelity Real Estate Index in their Schedule of Assets, totaling $2.1M 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 | YELLOWSTONE LANDSCAPE, INC. YELLOWSTONE LANDSCAPE, INC. 401(K) PROFIT SHARING PLAN | BUNNELL FL | 3,136 | $39.1M | $466K |
| 2 | FREEDMAN SEATING COMPANY FREEDMAN SEATING COMPANY 401(K) PLAN | CHICAGO IL | 641 | $30.1M | $266K |
| 3 | MAJORKEY TECHNOLOGIES LLC MAJORKEY TECHNOLOGIES LLC 401(K) PLAN |
OAKBROOK TERRACE IL |
| 131 |
| $24.4M |
| $211K |
| 4 | NUFARM AMERICAS INC. NUFARM AMERICAS, INC. RETIREMENT INCOME PLAN | ALSIP IL | 473 | $105.3M | $196K |
| 5 | EGNYTE, INC. EGNYTE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 572 | $39.5M | $184K |
| 6 | INDUSTRIAL BANK INDUSTRIAL BANK 401(K) PROFIT SHARING PLAN | LARGO MD | 142 | $16.3M | $143K |
| 7 | HARMS OIL COMPANY HARMS OIL COMPANY 401(K) PLAN | BROOKINGS SD | 328 | $47.5M | $86K |
| 8 | FARMERS COOP ASSN AND VISION AG, LLC UBG 401(K) - FCA/VISION AG | KEOTA IA | 139 | $5.3M | $81K |
| 9 | FARMERS COOP ASSN AND VISION AG, LLC UBG 401(K) - FCA/VISION AG | KEOTA IA | 139 | $5.3M | $81K |
| 10 | GRIDHAWK LLC GRIDHAWK 401(K) PLAN | CROWN POINT IN | 1,216 | $5.7M | $64K |
