Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fidelity Real Estate Investment - in their Schedule of Assets, totaling $4.7M 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 | ENVESTNET FINANCIAL TECHNOLOGIES, INC. ENVESTNET 401(K) RETIREMENT PLAN | BERWYN PA | 1,602 | $347.3M | $2.8M |
| 2 | MICHIGAN EYE CARE PROVIDER, PLLC FRASER EYE CARE CENTER 401(K) EMPLOYEE SAVINGS PLAN | FRASER MI | 125 | $7.6M | $585K |
| 3 | ULSE INC. ULSE AND ULRI FINANCIAL SECURITY PLAN |
EVANSTON IL |
| 409 |
| $63.5M |
| $477K |
| 4 | JAY CASHMAN, INC. JAY CASHMAN 401(K) PLAN | QUINCY MA | 152 | $37.4M | $321K |
| 5 | BYRNE & JONES ENTERPRISES INC. BYRNE & JONES ENTERPRISES 401(K) PLAN | BRIDGETON MO | 185 | $18.7M | $247K |
| 6 | CAVALRY INVESTMENTS, LLC CAVALRY INVESTMENTS, LLC 401(K) PLAN | GREENWICH CT | 280 | $21.3M | $223K |
| 7 | SOUTHGATE AUTOMOTIVE, INC. SOUTHGATE AUTOMOTIVE, INC. 401(K) PLAN & TRUST | SOUTHGATE MI | 154 | $15.9M | $32K |
| 8 | BEACH FORD, INC. BEACH FORD, INC. RETIREMENT SAVINGS PLAN AND TRUST | VIRGINIA BEACH VA | 269 | $18.6M | $4K |
