Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Fidelity investments Fidelity Real Estate Index Fund in their Schedule of Assets, totaling $25.5M 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 | RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | AUSTIN TX | 1,428 | $1.0B | $10.0M |
| 2 | RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 4,389 | $412.4M | $3.0M |
| 3 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN |
BRENHAM TX |
| 3,698 |
| $195.3M |
| $2.8M |
| 4 | CORIENT SERVICES LLC CORIENT SERVICES LLC 401(K) PLAN | MIAMI FL | 1,200 | $267.2M | $1.6M |
| 5 | RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. ASSOCIATE PLAN | AUSTIN TX | 814 | $129.7M | $1.1M |
| 6 | HUDSON HEADWATERS HEALTH NETWORK HUDSON HEADWATERS HEALTH NETWORK RETIREMENT SAVINGS PLAN | QUEENSBURY NY | 1,070 | $115.2M | $1.0M |
| 7 | QUIDEL CORPORATION QUIDEL SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 1,680 | $125.9M | $598K |
| 8 | TIZ, INC PROVI 401(K) PLAN | CHICAGO IL | 175 | $12.1M | $590K |
| 9 | EATING RECOVERY CENTER LLC EATING RECOVERY CENTER 401(K) PLAN | DENVER CO | 2,010 | $85.8M | $520K |
| 10 | EQUINOX HOLDINGS, INC. THE EQUINOX HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 14,142 | $182.4M | $452K |
