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 Pooled separate accounts in their Schedule of Assets, totaling $398K 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 | PIVOT INTERMEDIARY, INC. PIVOT INTERMEDIARY, INC 401(K) PROFIT SHARING PLAN AND TRUST | LENEXA KS | 226 | $19.9M | $216K |
| 2 | BLUE MOUNTAIN CONSTRUCTION SERVICES, INC. BLUE MOUNTAIN CONSTRUCTION SERVICES 401(K) PLAN | VACAVILLE CA | 360 | $13.0M | $73K |
| 3 | CORNERSTONE DEFENSE, INC. |
HERNDON VA |
| 167 |
| $12.1M |
| $53K |
| 4 | AEYE, INC. AEYE, INC. 401(K) PLAN | PLEASANTON CA | 48 | $10.4M | $29K |
| 5 | BIGHAM CABLE CONSTRUCTION, INC. BIGHAM CABLE CONSTRUCTION, INC. 401(K) PLAN | GULF BREEZE FL | 0 | $0 | $26K |
