Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Real Estate Investment Portfolio Fund in their Schedule of Assets, totaling $132K 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 | N-ABLE TECHNOLOGIES, INC. N-ABLE TECHNOLOGIES, INC. 401(K) PLAN | BURLINGTON MA | 452 | $35.2M | $100K |
| 2 | DUCKER RESEARCH N.A. LLC DUCKER CARLISLE LLC 401(K) PLAN | TROY MI | 133 | $20.0M | $32K |
