Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Real Estate Index Fund Mutual fund (1) in their Schedule of Assets, totaling $319K 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 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN | PHILADELPHIA PA | 610 | $43.2M | $199K |
| 2 | TPG, INC. THE PHOENIX GROUP 401(K) PLAN | GREENWOOD IN | 188 | $13.0M | $87K |
| 3 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. LOCAL 152 401(K) SAVINGS PLAN |
PHILADELPHIA PA |
| 452 |
| $12.1M |
| $30K |
| 4 | DIETZ & WATSON, INC. DW LOGISTICS LOCAL 152 401(K) PLAN | PHILADELPHIA PA | 117 | $1.6M | $3K |
