Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Real Estate Investment Portfolio Fund in their Schedule of Assets, totaling $1.7M 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 | MAGTEK MAGTEK PROFIT SHARING/401(K) PLAN | SEAL BEACH CA | 142 | $105.0M | $1.6M |
| 2 | PACIFIC BIOLABS PACIFIC BIOLABS 401(K) PLAN | HERCULES CA | 124 | $20.9M | $108K |
| 3 | HERRERO BUILDERS, INC. HERRERO BUILDERS, INC. PROFIT SHARING RETIREMENT PLAN |
SAN FRANCISCO CA |
| 98 |
| $20.9M |
| $5K |
