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 Funds in their Schedule of Assets, totaling $398K 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 | CASE PAPER CO., INC. CASE PAPER CO., INC. 401(K) PROFIT SHARING PLAN | HARRISON NY | 294 | $17.9M | $180K |
| 2 | THE SANTA LUCIA PRESERVE CO. THE SANTA LUCIA PRESERVE CO. 401(K) PLAN | CARMEL CA | 181 | $8.4M | $129K |
| 3 | IPSECURE, INC. IPS - MC 401(K) RETIREMENT SAVINGS PLAN |
SAN ANTONIO TX |
| 91 |
| $6.6M |
| $89K |
