Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY REAL ESTATE INV PORT in their Schedule of Assets, totaling $958K 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 | MORGAN PROPERTIES PAYROLL SVCS MORGAN PROPERTIES 401(K) PLAN | CONSHOHOCKEN PA | 2,916 | $78.0M | $611K |
| 2 | CRL TECHNOLOGIES, INC. CRL TECHNOLOGIES, INC. 401(K) PLAN | ALEXANDRIA VA | 136 | $20.2M | $304K |
| 3 | AMERICAN MINE RESEARCH AMR-PEMCO, ERM, CMS 401(K) PLAN |
ROCKY GAP VA |
| 258 |
| $16.2M |
| $31K |
| 4 | RDSOLUTIONS RDSOLUTIONS 401(K) PLAN | GLEN ALLEN VA | 371 | $11.7M | $13K |
