Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 76 U.S. retirement plans report holding Fidelity Real Estate Index Mutual fund - in their Schedule of Assets, totaling $22.7M 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 | WILLDAN GROUP, INC. WILLDAN GROUP, INC 401(K) PLAN | ANAHEIM CA | 1,757 | $148.8M | $3.8M |
| 2 | THOMPSON COBURN LLP THOMPSON COBURN LLP 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 787 | $484.3M | $3.3M |
| 3 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN |
BOSTON MA |
| 938 |
| $346.4M |
| $2.5M |
| 4 | HIGHTOWER HOLDING, LLC HIGHTOWER 401(K) PLAN | CHICAGO IL | 1,550 | $206.7M | $2.1M |
| 5 | OGDEN MURPHY WALLACE, PLLC THE 401(K) PROFIT SHARING PLAN OF OGDEN MURPHY WALLACE, PLLC | SEATTLE WA | 124 | $73.8M | $1.2M |
| 6 | MODERN MANUFACTURING & ENGINEERING INC. MODERN MANUFACTURING & ENGINEERING INC. RETIREMENT/SAVINGS PLAN | BROOKLYN PARK MN | 166 | $16.5M | $1.1M |
| 7 | PEACH STATE FEDERAL CREDIT UNION PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | LAWRENCEVILLE GA | 219 | $23.8M | $822K |
| 8 | ZIPRECRUITER, INC. ZIPRECRUITER, INC. 401(K) PLAN AND TRUST | SANTA MONICA CA | 899 | $115.2M | $801K |
| 9 | E-TECHNOLOGIES GROUP, INC. E-TECH 401(K) PLAN | WEST CHESTER OH | 574 | $79.3M | $762K |
| 10 | SEVERSON & WERSON SEVERSON & WERSON, A PROFESSIONAL CORPORATION, PROFIT SHARING AND SALARY DEFERRAL PLAN | SAN FRANCISCO CA | 63 | $52.8M | $474K |
