Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Investments Real Estate Index Fund in their Schedule of Assets, totaling $3.0M 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 | ORTHOMIDWEST, PLLC ORTHOMIDWEST, PLLC 401(K) RETIREMENT PLAN | ROCKFORD IL | 1,773 | $190.4M | $1.6M |
| 2 | ISCO INDUSTRIES, INC. ISCO INDUSTRIES INC. RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 744 | $90.6M | $432K |
| 3 | CELLECTIS BIOLOGICS, INC. CELLECTIS BIOLOGICS INC. 401(K) PLAN |
NEW YORK NY |
| 75 |
| $9.0M |
| $224K |
| 4 | RLJ MCLARTY LANDERS AUTOMOTIVE, LLC RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN | LEWISVILLE TX | 2,579 | $40.3M | $156K |
| 5 | READYCAP COMMERCIAL, LLC READYCAP COMMERCIAL 401(K) PLAN | BERKELEY HEIGHTS NJ | 214 | $23.8M | $129K |
| 6 | ALLBIRDS, INC. ALLBIRDS 401(K) PLAN | SAN FRANCISCO CA | 696 | $21.8M | $92K |
| 7 | T. F. HUDGINS, INC. T.F. HUDGINS RELIABILITY 401(K) PLAN | HOUSTON TX | 384 | $28.1M | $75K |
| 8 | BIRDSALL VOSS & ASSC, INC. BIRDSALL, VOSS & ASSOCIATES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | MILWAUKEE WI | 154 | $31.3M | $62K |
| 9 | KE&G CONSTRUCTION INC KE&G CONSTRUCTION INC. 401(K) PROFIT SHARING PLAN AND TRUST | TUCSON AZ | 373 | $7.6M | $58K |
| 10 | COVENANT SURGICAL PARTNERS INC. COVENANT SURGICAL PARTNERS INC. 401(K) PLAN | NASHVILLE TN | 238 | $9.4M | $56K |
