Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Real Estate Idx in their Schedule of Assets, totaling $835K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KODIAK GYPSUM MOUNTAIN STATES LLC KODIAK BP 401K PLAN | ENGLEWOOD CO | 5,941 | $193.5M | $362K |
| 2 | CHAMPION TECHNOLOGY SERVICES, INC. CHAMPION TECHNOLOGY SERVICES, INC. 401(K) PLAN | BATON ROUGE LA | 147 | $19.8M | $105K |
| 3 | GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN |
BOSTON MA |
| 189 |
| $89.3M |
| $87K |
| 4 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $80K |
| 5 | GROVE COLLABORATIVE, INC. GROVE COLLABORATIVE, INC. 401(K) PLAN | SAN FRANCISCO CA | 445 | $13.1M | $80K |
| 6 | S & S FIRESTONE, INC. S & S FIRESTONE, INC. 401(K) RETIREMENT PLAN | LEXINGTON KY | 652 | $17.0M | $60K |
| 7 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $31K |
| 8 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $26K |
| 9 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 96 | $34.2M | $4K |
