Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity investments Fidelity Real Estate Investment Portfolio in their Schedule of Assets, totaling $5.0M 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 | EPPENDORF HOLDING, INCORPORATED EPPENDORF HOLDINGS, INC. 401(K) PLAN | ENFIELD CT | 761 | $133.3M | $1.1M |
| 2 | MARSHALL, GERSTEIN & BORUN LLP MARSHALL, GERSTEIN & BORUN LLP SALARY SAVINGS & PROFIT SHARING PLAN | CHICAGO IL | 186 | $160.1M | $1.0M |
| 3 | DMG MORI USA, INC. |
HOFFMAN ESTATES IL |
| 914 |
| $137.0M |
| $615K |
| 4 | AMERICAN FOREST & PAPER ASSOCIATION, INC. AMERICAN FOREST & PAPER ASSOCIATION, INC. SAVINGS PLAN | WASHINGTON DC | 108 | $64.8M | $487K |
| 5 | TRADELINK LLC TRADELINK LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 86 | $32.5M | $388K |
| 6 | CITY FURNITURE CITY FURNITURE PROFIT SHARING PLAN | TAMARAC FL | 2,420 | $77.5M | $355K |
| 7 | P.F. CHANG'S CHINA BISTRO, INC. P.F. CHANG'S CHINA BISTRO, INC. 401(K) PLAN | SCOTTSDALE AZ | 13,424 | $50.1M | $217K |
| 8 | AVOX SYSTEMS INC. AVOX SYSTEMS 401(K) PLAN | LANCASTER NY | 139 | $31.7M | $191K |
| 9 | CAVENDER CADILLAC COMPANY CAVENDER COMPANIES 401(K) PLAN | SAN ANTONIO TX | 797 | $23.2M | $174K |
| 10 | ALLOGENE THERAPEUTICS, INC. ALLOGENE THERAPEUTICS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 233 | $44.0M | $155K |
