Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Real Estate Index Institutional Registered investment company in their Schedule of Assets, totaling $2.2M 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 | RESTORATION HARDWARE, INC. THE RH 401(K) PLAN | CORTE MADERA CA | 5,469 | $190.7M | $877K |
| 2 | NOMURA RESEARCH INSTITUTE HOLDINGS AMERICA, INC. NRI GROUP 401(K) PLAN | NEW YORK NY | 104 | $41.8M | $480K |
| 3 | THE EXPERT INSTITUTE THE EXPERT INSTITUTE RETIREMENT TRUST |
NEW YORK NY |
| 175 |
| $10.7M |
| $342K |
| 4 | MITY-LITE, INC. MITYLITE, INC. 401(K) PROFIT SHARING PLAN | OREM UT | 366 | $9.5M | $301K |
| 5 | GOLDEN STATE LUMBER, INC. GOLDEN STATE LUMBER, INC. 401(K) PLAN | PETALUMA CA | 642 | $87.4M | $238K |
