Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Real Estate Index Registered investment company in their Schedule of Assets, totaling $10.5M 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 | SAMMONS CORPORATION SAMMONS ENTERPRISES, INC. 401(K) SAVINGS PLAN | DALLAS TX | 3,626 | $341.3M | $5.0M |
| 2 | RAPID CITY MEDICAL CENTER, LLP RAPID CITY MEDICAL CENTER 401(K) PLAN | RAPID CITY SD | 437 | $74.6M | $1.8M |
| 3 | ARCTIC GLACIER U.S.A., INC. ARCTIC GLACIER U.S.A., INC. SAVINGS AND RETIREMENT PLAN |
SHARPSBURG PA |
| 667 |
| $43.3M |
| $793K |
| 4 | PREMERE REHAB, LLC PREMERE REHAB, LLC 401(K) PLAN | TUALATIN OR | 660 | $49.5M | $455K |
| 5 | MCGINNIS LOCHRIDGE LLP MCGINNIS LOCHRIDGE LLP SAVINGS PLUS PLAN | AUSTIN TX | 137 | $64.6M | $395K |
| 6 | VISIBLE CHANGES, INC. VISIBLE CHANGES 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 393 | $76.5M | $354K |
| 7 | WMK INC WMK LLC 401K PROFIT SHARING PLAN & TRUST | RICHFIELD OH | 1,805 | $62.0M | $258K |
| 8 | WEHAH FARM, INC. DBA LUNDBERG FAMILY FARMS WEHAH FARM, INC. 401(K) PROFIT SHARING PLAN | RICHVALE CA | 383 | $27.2M | $253K |
| 9 | ACCESS CLINICAL PARTNERS, LLC ACCESS CLINICAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 3,521 | $67.2M | $218K |
| 10 | BRECHBUHLER SCALES, INC. BRECHBUHLER SCALES, INC. 401(K) RETIREMENT SAVINGS PLAN | CANTON OH | 284 | $28.5M | $204K |
