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 Real Estate Index Fund in their Schedule of Assets, totaling $678K 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 | WABASH NATIONAL CORP. WABASH NATIONAL CORP. 401K PLAN | LAFAYETTE IN | 5,971 | $311.7M | $605K |
| 2 | ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH) CFRA RESEARCH RETIREMENT PLAN | CHARLOTTESVILLE VA | 130 | $18.0M | $47K |
| 3 | CREATIVE WERKS LLC CREATIVE WERKS LLC RETIREMENT PLAN |
ELK GROVE VILLAGE IL |
| 326 |
| $14.5M |
| $17K |
| 4 | REV UP BRANDS, LLC REV UP BRANDS 401(K) PLAN | NILES IL | 114 | $4.6M | $10K |
