Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Real Estate Idx Mutual Fund 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 | OVERHEAD DOOR CORPORATION OVERHEAD DOOR CORPORATION RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 3,286 | $293.4M | $1.0M |
| 2 | CITY YEAR, INC. CITY YEAR 401(K) SAVINGS PLAN | BOSTON MA | 847 | $82.1M | $415K |
| 3 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN |
ATWATER CA |
| 1,125 |
| $50.8M |
| $23K |
| 4 | AMERICAN COUNCIL FOR AN ENERGY EFFICIENT ECONOMY ACEEE 403(B)PLAN | WASHINGTON DC | 82 | $19.7M | $5K |
