Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Real Estate Index Institutional - in their Schedule of Assets, totaling $226K 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 | PODIUM CORPORATION, INC. PODIUM 401(K) PLAN | LEHI UT | 591 | $34.0M | $119K |
| 2 | ALLIANCE SPORTS GROUP, L.P. ALLIANCE SPORTS GROUP 401(K) SAVINGS PLAN | ROANOKE TX | 242 | $7.5M | $74K |
| 3 | SAEXPLORATION INC. SAEXPLORATION 401(K) PLAN |
| 109 |
| $4.7M |
| $19K |
| 4 | VALON TECHNOLOGIES, INC. VALON TECHNOLOGIES, INC. RETIREMENT TRUST | NEW YORK NY | 430 | $9.0M | $14K |