Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Real Estate Index Mutual funds in their Schedule of Assets, totaling $11.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRA INTERNATIONAL, INC. CRA INTERNATIONAL 401(K) PLAN | BOSTON MA | 850 | $334.4M | $4.6M |
| 2 | CMG MORTGAGE, INC. DBA CMG FINANCIAL CMG FINANCIAL 401(K) PLAN | SAN RAMON CA | 3,748 | $163.5M | $1.9M |
| 3 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN |
NORTH PALM BEACH FL |
| 705 |
| $88.0M |
| $924K |
| 4 | GATES AUTOMOTIVE CORPORATION GATES AUTOMOTIVE GROUP EES RETIREMENT PLAN | SOUTH BEND IN | 214 | $15.7M | $679K |
| 5 | RED ROCK RETIREMENT HEALTH SERVICES RED ROCK RETIREMENT BENEFITS PLAN | OKLAHOMA CITY OK | 834 | $22.5M | $559K |
| 6 | ANTICIMEX, INC. ANTICIMEX, INC. 401(K) PLAN | BASKING RIDGE NJ | 3,757 | $66.2M | $558K |
| 7 | QSI, INC. QSI, INC. 401(K) PROFIT SHARING PLAN | BARDSTOWN KY | 913 | $28.0M | $557K |
| 8 | NUSTAR SERVICES COMPANY LLC NUSTAR THRIFT PLAN | SAN ANTONIO TX | 10 | $50.5M | $317K |
| 9 | KILLBUCK SAVINGS BANK COMPANY KILLBUCK SAVINGS BANK COMPANY 401(K) | KILLBUCK OH | 117 | $14.4M | $242K |
| 10 | DIGESTIVE HEALTHCARE OF GEORGIA, P.C. DIGESTIVE HEALTHCARE OF GEORGIA, P.C. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 313 | $43.2M | $187K |
