Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Real Estate Index N/R in their Schedule of Assets, totaling $430K 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 | THE DOE FUND, INC. THE DOE FUND, INC. 401(K) PLAN | NEW YORK NY | 485 | $13.8M | $195K |
| 2 | TIMECLOCK PLUS, LLC TIMECLOCK PLUS, LLC 401(K) PROFIT SHARING PLAN | SAN ANGELO TX | 376 | $15.5M | $105K |
| 3 | PALM BEACH TAN INC. PALM BEACH TAN INC. 401K PLAN |
IRVING TX |
| 1,677 |
| $11.3M |
| $65K |
| 4 | PEI WEI ASIAN DINER, LLC PEI WEI 401(K) PLAN | IRVING TX | 1,392 | $4.7M | $35K |
| 5 | ROCK CAPITAL HOLDINGS LLC MPOWERHEALTH 401(K) PLAN | SAN ANTONIO TX | 741 | $16.9M | $30K |
