Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Real Estate Index Fidelity 0 in their Schedule of Assets, totaling $2.8M 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 | WINAMAC COIL SPRING, INC. WINAMAC COIL SPRING, INC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | KEWANNA IN | 148 | $17.8M | $578K |
| 2 | A.J. ANTUNES & CO. AJ ANTUNES & CO PS & EE SAVINGS PLAN & TRUST | CAROL STREAM IL | 300 | $40.9M | $447K |
| 3 | TURF EQUIPMENT & SUPPLY COMPANY, INC |
JESSUP MD |
| 169 |
| $30.7M |
| $378K |
| 4 | DELKOR SYSTEMS, INC. DELKOR SYSTEMS, INC 401(K) PLAN | ST. PAUL MN | 297 | $30.3M | $354K |
| 5 | MINNESOTA UROLOGY P.A. MINNESOTA UROLOGY P.A. 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 257 | $54.2M | $334K |
| 6 | AVEPOINT, INC. AVEPOINT, INC. 401(K) SAVINGS PLAN | JERSEY CITY NJ | 333 | $33.1M | $180K |
| 7 | BELL NURSERY USA LLC BELL NURSERY USA LLC 401(K) PLAN | ELKRIDGE MD | 1,916 | $19.5M | $172K |
| 8 | EXECUTIVE CONSTRUCTION INC. EXECUTIVE CONSTRUCTION INC 401(K) SAVINGS PLAN | HILLSIDE IL | 92 | $27.2M | $138K |
| 9 | HULL PROPERTY GROUP, LLC HULL PROPERTY GROUP 401(K) PLAN | AUGUSTA GA | 144 | $16.9M | $70K |
| 10 | BIRCH GROVE SOFTWARE, INC. ACTIVTRAK 401(K) PLAN | AUSTIN TX | 134 | $6.3M | $69K |
