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 Inv Fund # 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 | MARKEN LLP THE MARKEN 401K PLAN | DURHAM NC | 658 | $23.3M | $269K |
