Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Real Estate Index - in their Schedule of Assets, totaling $1.5M 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 | GFP REAL ESTATE, LLC GFP REAL ESTATE LLC 401(K) PLAN | NEW YORK NY | 93 | $21.4M | $833K |
| 2 | ELLIOTT DAVIS, LLC ELLIOTT DAVIS 401(K) RETIREMENT PLAN | GREENVILLE SC | 886 | $145.5M | $573K |
| 3 | OLIVER HEALTHCARE PACKAGING COMPANY OLIVER HEALTHCARE PACKAGING COMPANY 401(K) RETIREMENT PLAN |
GRAND RAPIDS MI |
| 1,042 |
| $95.9M |
| $108K |
| 4 | CLEARBROOK HOLDINGS CORP CLEARBROOK HOLDINGS CORP 401(K) PLAN | NASHVILLE TN | 667 | $8.3M | $33K |
