Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Real Estate Income Registered Investment Company in their Schedule of Assets, totaling $179K 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 | CLSA AMERICAS, LLC CLSA AMERICAS, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 54 | $31.8M | $113K |
| 2 | PT SERVICES REHABILITATION INC PT SERVICES REHABILITATION INC 401(K) PROFIT SHARING PLAN & TRUST | TIFFIN OH | 230 | $22.6M | $65K |
