Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Real Estate Investments in their Schedule of Assets, totaling $1.1M 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 | LYTX, INC. LYTX, INC. RETIREMENT SAVINGS 401(K) PLAN | SAN DIEGO CA | 787 | $99.8M | $383K |
| 2 | KALLE USA, LLC KALLE USA, LLC 401(K) PLAN | GURNEE IL | 272 | $15.4M | $383K |
| 3 | METRON AVIATION, INC. METRON AVIATION, INC. 401(K) PROFIT SHARING PLAN |
ASHBURN VA |
| 56 |
| $32.9M |
| $349K |
