Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Real Estate Index Fund in their Schedule of Assets, totaling $1.3M 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 | MORRIS GROUP, INC. MORRIS GROUP, INC. 401(K) PLAN | WINDSOR CT | 1,057 | $146.5M | $878K |
| 2 | CASTO MANAGEMENT SERVICES, INC. CASTO MANAGEMENT SERVICES, INC. SAVINGS AND RETIREMENT PLAN | COLUMBUS OH | 340 | $64.4M | $118K |
| 3 | ATR INTERNATIONAL INC. ATR INTERNATIONAL INC. 401(K) PLAN |
SANTA CLARA CA |
| 159 |
| $16.8M |
| $75K |
| 4 | DIALYSIS CARE CENTER MANAGEMENT LLC DCC/KCC 401K PLAN | HOMER GLEN IL | 752 | $14.9M | $74K |
| 5 | CURRAX PHARMACEUTICALS LLC CURRAX PHARMACEUTICALS LLC 401(K) PLAN | BRENTWOOD TN | 149 | $15.4M | $50K |
| 6 | SUNCAST CORPORATION SUNCAST CORPORATION SAVINGS AND INVESTMENT PLAN | BATAVIA IL | 356 | $47.5M | $34K |
| 7 | RSM HOLDINGS, LLC RSM 401(K) PLAN | PARAMUS NJ | 289 | $7.4M | $24K |
| 8 | NM MANAGEMENT, INC. NM MANAGEMENT 401(K) PLAN | ALEXANDRIA VA | 114 | $8.5M | $21K |
