Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 152 U.S. retirement plans report holding Fidelity Real estate index fund in their Schedule of Assets, totaling $73.5M 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 | KIRKLAND & ELLIS LLP KIRKLAND & ELLIS LLP DEFINED CONTRIBUTION 401(K) SAVINGS PLAN | CHICAGO IL | 5,880 | $2.7B | $25.1M |
| 2 | NETSCOUT SYSTEMS, INC. NETSCOUT SYSTEMS, INC. 401(K) PLAN | WESTFORD MA | 1,326 | $645.1M | $4.2M |
| 3 | HEALTHSTAR PHYSICIANS PC HEALTHSTAR PHYSICIANS PC 401(K) RETIREMENT PLAN |
MORRISTOWN TN |
| 519 |
| $53.8M |
| $4.1M |
| 4 | PEARCE INDUSTRIES, INC. PEARCE INDUSTRIES, INC. 401(K) RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 1,076 | $73.1M | $2.0M |
| 5 | SITEONE LANDSCAPE SUPPLY INC SITEONE SAVINGS AND INVESTMENT PLAN | ROSWELL GA | 7,374 | $519.1M | $1.7M |
| 6 | 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 |
| 7 | PREMIER SURGICAL ASSOCIATES, PLLC PREMIER SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 169 | $53.8M | $1.4M |
| 8 | FANDUEL GROUP, INC. 401(K) PLAN FOR EMPLOYEES OF FANDUEL GROUP, INC. AND SUBSIDIARIES | NEW YORK NY | 3,157 | $157.7M | $1.4M |
| 9 | VITOL INC. VITOL INC. 401(K) PLAN | HOUSTON TX | 443 | $165.4M | $1.2M |
| 10 | MEKETA INVESTMENT GROUP, INC. MEKETA INVESTMENT GROUP, INC. PROFIT SHARING PLAN | WESTWOOD MA | 248 | $56.3M | $1.0M |
