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 N/R in their Schedule of Assets, totaling $637K 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 | LAFORCE, LLC LAFORCE, LLC 401(K) PLAN | GREEN BAY WI | 670 | $100.7M | $252K |
| 2 | TOTAL ADMINISTRATIVE SERVICES CORPORATION TASC 401(K) PLAN | MADISON WI | 687 | $72.5M | $218K |
| 3 | SAGICOR LIFE INSURANCE COMPANY SAGICOR LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN |
SCOTTSDALE AZ |
| 149 |
| $23.1M |
| $167K |
