Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Co. Fidelity Real Estate Investment Portfolio in their Schedule of Assets, totaling $477K 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 | ADELFI CREDIT UNION ADELFI CU 401(K) PLAN | BREA CA | 92 | $28.0M | $386K |
| 2 | STORYTELLER CANYON OPERATING COMPANY LLC SUNDANCE MOUNTAIN RESORT 401K PLAN | SUNDANCE UT | 513 | $9.7M | $77K |
| 3 | BROKERS LOGISTICS LTD. BROKERS LOGISTICS LTD. 401(K) PLAN |
EL PASO TX |
| 80 |
| $4.6M |
| $14K |
