Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Real Estate Index Fd in their Schedule of Assets, totaling $651K 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 | JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN MO-KAN IRON WORKERS ANNUITY FUND | KANSAS CITY MO | 2,403 | $246.7M | $303K |
| 2 | QUICK SUPPLY COMPANY QUICK SUPPLY COMPANY EMPLOYEES' 401(K) PLAN | DES MOINES IA | 368 | $48.4M | $194K |
| 3 | TROPICAL FINANCIAL CREDIT UNION |
MIRAMAR FL |
| 176 |
| $18.4M |
| $80K |
| 4 | NCS TECHNOLOGIES, INC. NCS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MANASSAS VA | 132 | $19.7M | $63K |
| 5 | CARESPRING HEALTH CARE MANAGEMENT, LLC CARESPRING HEALTH CARE MANAGEMENT SAVINGS & RETIREMENT PLAN | LOVELAND OH | 2,116 | $30.4M | $12K |