Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Real Estate Investment Fund Mutual fund in their Schedule of Assets, totaling $2.2M 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 | CYTOKINETICS, INC. CYTOKINETICS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 485 | $84.8M | $676K |
| 2 | ZETRON, INC. ZETRON RETIREMENT PLAN | REDMOND WA | 191 | $60.0M | $456K |
| 3 | SUGARCRM INC. SUGARCRM INC. RETIREMENT TRUST | SAN FRANCISCO CA |
| 223 |
| $32.4M |
| $306K |
| 4 | HOTSPUR RESORTS NEVADA LTD. HOTSPUR RESORTS NEVADA LTD 401(K) SALARY DEFERRAL PLAN | LAS VEGAS NV | 1,220 | $23.4M | $249K |
| 5 | PROTINGENT, INC. PROTINGENT 401(K) PLAN | BELLEVUE WA | 653 | $14.6M | $177K |
| 6 | GAVIN DE BECKER & ASSOCIATES, L.P GAVIN DE BECKER & ASSOCIATES, L.P 401(K) PLAN | SAN ANTONIO TX | 622 | $35.3M | $157K |
| 7 | IRIDEX CORPORATION IRIDEX CORPORATION PROFIT SHARING/401(K) PLAN | MOUNTAIN VIEW CA | 104 | $28.9M | $91K |
| 8 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $36K |
| 9 | MONDEE, INC. MONDEE 401K PLAN | AUSTIN TX | 194 | $13.9M | $22K |
| 10 | G&S CORPORATION G&S CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | PELHAM NY | 510 | $22.6M | $15K |
