Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Real Estate Investment Portfolio # 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 | PHYSICAL SCIENCES INC. PHYSICAL SCIENCES INC. 401(K) PLAN | ANDOVER MA | 260 | $79.2M | $505K |
| 2 | SMARSH, INC. SMARSH 401(K) PLAN | PORTLAND OR | 576 | $90.1M | $486K |
| 3 | SYSTEM STUDIES & SIMULATION, INC. SYSTEM STUDIES & SIMULATION, INC. 401(K) AND PROFIT SHARING/RETIREMENT PLAN |
HUNTSVILLE AL |
| 708 |
| $62.4M |
| $315K |
| 4 | J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON PA | 164 | $23.3M | $150K |
| 5 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN | JERICHO NY | 141 | $11.6M | $78K |
| 6 | PSI PHARMA SUPPORT AMERICA INC PSI AMERICA 401(K) PLAN | KING OF PRUSSIA PA | 466 | $39.0M | $63K |
| 7 | CAMBRIDGE INVESTMENT GROUP, INC. CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN | FAIRFIELD IA | 673 | $17.0M | $29K |
| 8 | MEDISOLV, INC. MEDISOLV RETIREMENT SAVINGS PLAN | COLUMBIA MD | 146 | $16.5M | $28K |
| 9 | CINEVERSE CORP. CINEVERSE 401(K) PLAN | NEW YORK NY | 96 | $16.0M | $1K |
