Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Real Estate Index Institutional Mutual fund N/A in their Schedule of Assets, totaling $246K 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 | MID-KANSAS COOPERATIVE ASSOCIATION UBG 401(K) - MKC | MOUNDRIDGE KS | 460 | $16.0M | $132K |
| 2 | AGSTATE UBG 401(K) - AGSTATE | ALBERT CITY IA | 200 | $14.0M | $68K |
| 3 | KEY COOPERATIVE UBG 401(K) - KEY COOP | ROLAND IA | 247 |
| $30.5M |
| $46K |
