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 Index Fund * Institutional in their Schedule of Assets, totaling $269K 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 | ELEVATE CREDIT SERVICE, LLC ELEVATE CREDIT, INC. 401(K) PLAN | FORT WORTH TX | 314 | $65.6M | $269K |
