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* Fidelity Real Estate Investment Portfolio in their Schedule of Assets, totaling $1.2M 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 | CAMDEN DEVELOPMENT INC. CAMDEN DEVELOPMENT, INC. 401(K) PLAN AND TRUST | HOUSTON TX | 1,694 | $195.4M | $891K |
| 2 | AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION 401(K) PLAN | CHICAGO IL | 191 | $20.8M | $279K |
| 3 | INTERMEDIARYED |
MOUNT VERNON IA |
| 11 |
| $393.2M |
| $8K |
