Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Real Estate Index Institutional Mutual fund in their Schedule of Assets, totaling $455K 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 | COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA HEALTH CENTER PARTNERS 403(B) PLAN | SAN DIEGO CA | 133 | $13.8M | $123K |
| 2 | ACTION ENTERPRISE HOLDINGS, LLC ACTION ENTERPRISE 401(K) PLAN | BIRMINGHAM AL | 477 | $15.9M | $119K |
| 3 | VALLEY PROFESSIONALS COMMUNITY HEALTH CENTER, INC. |
CLINTON IN |
| 274 |
| $10.5M |
| $69K |
| 4 | COFFEE REGIONAL MEDICAL CENTER COFFEE REGIONAL MEDICAL CTR INC EMPLOYEE SAVINGS & RETIREMENT | DOUGLAS GA | 1,171 | $57.1M | $51K |
| 5 | FACILITIES MANAGEMENT SERVICES FACILITIES MANAGEMENT SERVICES 401(K) RETIREMENT PLAN | LOUISVILLE KY | 335 | $2.3M | $45K |
| 6 | PREMIER MARINE LLC PREMIER MARINE, LLC 401(K) PLAN | BIG LAKE MN | 144 | $3.2M | $30K |
| 7 | EVANGELICAL CHRISTIAN SCHOOL EVANGELICAL CHRISTIAN SCHOOL EMPLOYEES' RETIREMENT PLAN | CORDOVA TN | 173 | $10.1M | $14K |
| 8 | MARTIN'S BULK MILK SERVICES, INC. MARTIN'S BULK MILK SERVICE, INC. SAVINGS PLAN | WILTON WI | 247 | $9.1M | $5K |
