Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 143 U.S. retirement plans report holding Fidelity Real Estate index in their Schedule of Assets, totaling $50.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PIPE FITTERS LOCAL NO 533 PENSION PLAN PIPE FITTERS LOCAL NO 533 PENSION PLAN | KANSAS CITY MO | 1,235 | $330.2M | $9.5M |
| 2 | EAST TENNESSEE CHILDREN'S HOSPITAL ASSOCIATION, INC. EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM | KNOXVILLE TN | 2,124 | $106.5M | $6.1M |
| 3 | CARROLLTON BANK |
CARROLLTON IL |
| 299 |
| $94.2M |
| $3.0M |
| 4 | AMERICAN ACADEMY OF PEDIATRICS AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES' RETIREMENT PLAN | ITASCA IL | 533 | $214.2M | $2.6M |
| 5 | CVB FINANCIAL CORP. CVB FINANCIAL CORP. 401(K) & PROFIT SHARING PLAN | ONTARIO CA | 1,081 | $187.3M | $2.3M |
| 6 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $2.2M |
| 7 | FREEDOM MORTGAGE CORPORATION FREEDOM MORTGAGE 401K PLAN | MT. LAUREL NJ | 3,216 | $200.3M | $2.1M |
| 8 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $1.5M |
| 9 | BARSTOOL SPORTS INC. BARSTOOL SPORTS 401(K) PLAN | NEW YORK NY | 367 | $20.2M | $1.4M |
| 10 | AGILIX SOLUTIONS, LLC AGILIX SOLUTIONS, LLC PROFIT SHARING PLAN | ST. LOUIS MO | 384 | $60.3M | $928K |
