Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Real Estate Investment Fund in their Schedule of Assets, totaling $1.8M 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 | KILROY REALTY CORPORATION KILROY REALTY CORPORATION 401(K) PLAN | LOS ANGELES CA | 241 | $81.6M | $1.4M |
| 2 | TECH-MARINE BUSINESS INC TECH-MARINE BUSINESS INC PROFIT SHARING & 401(K) PLAN | WASHINGTON DC | 178 | $33.7M | $160K |
| 3 | JRC INTEGRATED SYSTEMS, LLC JRC 401(K) PLAN |
WASHINGTON DC |
| 175 |
| $30.0M |
| $141K |
| 4 | SURFLINE WAVETRAK, INC. SURFLINE WAVETRAK, INC. 401(K) PLAN | SAN FRANCISCO CA | 70 | $6.7M | $52K |
| 5 | GEN MEDIA PARTNERS LLC GEN MEDIA PARTNERS LLC 401K PLAN | WEST PALM BEACH FL | 106 | $13.0M | $38K |
| 6 | SILICON RANCH CORPORATION SILICON RANCH 401(K) PLAN | NASHVILLE TN | 293 | $19.5M | $28K |
