Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Fidelity Real Estate Index in their Schedule of Assets, totaling $8.8M 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 | CARROLLTON BANK CARROLLTON BANK EMPLOYEES 401(K) AND PROFIT SHARING PLAN | CARROLLTON IL | 299 | $94.2M | $3.0M |
| 2 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $2.2M |
| 3 | KINSALE MANAGEMENT, INC. KINSALE MANAGEMENT, INC. 401(K) PLAN |
RICHMOND VA |
| 680 |
| $69.5M |
| $914K |
| 4 | DONJON MARINE CO., INC. DONJON MARINE CO., INC. RETIREMENT PLAN | HILLSIDE NJ | 278 | $87.8M | $726K |
| 5 | FF PROPERTIES LP FAIRFIELD 401K PLAN | SAN DIEGO CA | 1,419 | $162.3M | $501K |
| 6 | EPS GROUP, INC. EPS GROUP 401(K) PLAN | MESA AZ | 272 | $26.9M | $226K |
| 7 | ABDO, LLP ABDO 401(K) PROFIT SHARING PLAN | MANKATO MN | 222 | $35.5M | $215K |
| 8 | TSG SKI AND GOLF, LLC TSG SKI AND GOLF, LLC 401(K) PLAN | TELLURIDE CO | 534 | $15.9M | $173K |
| 9 | VILLA HEALTHCARE MANAGEMENT, INC THE VILLA HEALTHCARE 401(K) PLAN | LINCOLNWOOD IL | 2,488 | $18.3M | $157K |
| 10 | SCHMIDT ASSOCIATES INC. SCHMIDT ASSOCIATES INC. 401K AND PROFIT SHARING PLAN | INDIANAPOLIS IN | 132 | $26.2M | $78K |
