Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Real Estate Index Premium Fund Interest in registered investment companies xx in their Schedule of Assets, totaling $1.5M 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 | CONSILIO, LLC CONSILIO 401(K) PLAN | WASHINGTON DC | 5,572 | $276.0M | $1.5M |
