Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company FID REAL ESTATE IDX in their Schedule of Assets, totaling $552K 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 | STG FAMILY OF COMPANIES, LLC STG FAMILY OF COMPANIES, LLC 401(K) PROFIT SHARING PLAN | COLUMBIANA OH | 156 | $2.6M | $294K |
| 2 | KWPH ENTERPRISES DBA AMERICAN AMBULANCE AMERICAN AMBULANCE 401(K) RETIREMENT PLAN | FRESNO CA | 910 | $40.6M | $206K |
| 3 | RIO FARMS , LLC RIO GILL 401(K) PLAN & TRUST |
OXNARD CA |
| 801 |
| $17.3M |
| $52K |
