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 Fund Pooled separate account in their Schedule of Assets, totaling $1.3M 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 | OKLAND MANAGEMENT CORPORATION OKLAND 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 1,115 | $147.3M | $766K |
| 2 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $474K |
| 3 | TSVC, LLC TSVC, LLC 401(K) PLAN |
SCOTTSDALE AZ |
| 159 |
| $4.1M |
| $19K |
| 4 | ADVANCED DENTAL BRANDS LLC ADVANCED DENTAL BRANDS, LLC 401(K) PROFIT SHARING PLAN | CANTON MA | 328 | $4.5M | $9K |
| 5 | BLU OMEGA BLU OMEGA 401(K) PLAN | ASHBURN VA | 162 | $3.9M | $7K |
