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 N/R in their Schedule of Assets, totaling $295K 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 | TEXAS WASATCH INSURANCE SERVICES, L.P. GOOSEHEAD INSURANCE 401K PLAN | WESTLAKE TX | 1,678 | $30.5M | $267K |
| 2 | QNB CORP. QNB RETIREMENT SAVINGS PLAN | QUAKERTOWN PA | 201 | $37.1M | $28K |
