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 Invs in their Schedule of Assets, totaling $309K 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 | NEWPOINT HOLDINGS JV LLC NEWPOINT HOLDINGS JV LLC 401K PLAN | PLANO TX | 237 | $26.3M | $164K |
| 2 | NEWPOINT REAL ESTATE CAPITAL LLC NEWPOINT REAL ESTATE CAPITAL LLC 401(K) PLAN | PLANO TX | 250 | $13.9M | $125K |
| 3 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
MOON TOWNSHIP PA |
| 614 |
| $187.6M |
| $19K |
