Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Fidelity Real estate index fund in their Schedule of Assets, totaling $16.0M 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 | HEALTHSTAR PHYSICIANS PC HEALTHSTAR PHYSICIANS PC 401(K) RETIREMENT PLAN | MORRISTOWN TN | 519 | $53.8M | $4.1M |
| 2 | KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 217 | $143.2M | $1.7M |
| 3 | VITOL INC. |
HOUSTON TX |
| 443 |
| $165.4M |
| $1.2M |
| 4 | JOHNSON SCREENS, INC. JOHNSON SCREENS, INC. 401(K) SAVINGS PLAN | NEW BRIGHTON MN | 415 | $34.1M | $929K |
| 5 | HELEN ROSS MCNABB CENTER, INC. HELEN ROSS MCNABB CENTER, INC., RETIREMENT PLAN | KNOXVILLE TN | 1,159 | $69.0M | $838K |
| 6 | FARMERS UNION COOPERATIVE THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | OSSIAN IA | 84 | $9.1M | $825K |
| 7 | BUTTERBALL, LLC CAROLINA TURKEYS EMPLOYEES' PENSION PLAN | GARNER NC | 292 | $34.5M | $811K |
| 8 | JSB MANAGEMENT COMPANY CHARLES BLALOCK & SONS INC 401K PROFIT SHARING PLAN | SEVIERVILLE TN | 989 | $29.7M | $638K |
| 9 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC GMO 401(K) PROFIT SHARING PLAN | BOSTON MA | 359 | $178.2M | $595K |
| 10 | R.G. BRINKMANN COMPANY R.G. BRINKMANN COMPANY PROFIT SHARING PLAN AND TRUST | CHESTERFIELD MO | 467 | $47.1M | $587K |
