Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Fidelity Real Estate Index Pooled separate account in their Schedule of Assets, totaling $1.7M 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 | SHERPA 6, INC. SHERPA 6, INC. 401(K) PROFIT SHARING PLAN | LITTLETON CO | 183 | $14.0M | $371K |
| 2 | DAVIS PARTNERSHIP, P.C. DAVIS PARTNERSHIP, P.C. 401(K) PLAN | DENVER CO | 152 | $24.4M | $224K |
| 3 | ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST |
OAKDALE MN |
| 275 |
| $18.1M |
| $177K |
| 4 | PACA, INC. PACA, INC. 401(K) PLAN | CHASKA MN | 341 | $16.7M | $121K |
| 5 | MILLERBERND MANUFACTURING COMPANY MILLERBERND MANUFACTURING COMPANY PROFIT SHARING PLAN | WINSTED MN | 539 | $34.9M | $105K |
| 6 | PACA, INC. PACA, INC. 401(K) PLAN | CHASKA MN | 342 | $13.7M | $101K |
| 7 | MOUNTAIN F. ENTERPRISES, INC. MOUNTAIN F. ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | FOLSOM CA | 323 | $13.5M | $98K |
| 8 | GRENADIER REALTY MANAGEMENT LLC GRM LLC 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 116 | $8.9M | $59K |
| 9 | FLUID INTERIORS, LLC FLUID INTERIORS, LLC 401(K) SAVINGS PLAN | MINNEAPOLIS MN | 117 | $8.0M | $55K |
| 10 | GARGIULO, INC. GARGIULO, INC. SAVINGS AND INVESTMENT PLAN | NAPLES FL | 320 | $7.3M | $47K |
