Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Real Estate Investment Fund in their Schedule of Assets, totaling $21.9M 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 | ACADIA PHARMACEUTICALS INC. ACADIA PHARMACEUTICALS 401(K) PLAN AND TRUST | SAN DIEGO CA | 644 | $142.5M | $14.9M |
| 2 | EXCELLUS HEALTH PLAN INC. EXCELLUS 401(K) PLAN | ROCHESTER NY | 4,359 | $871.6M | $6.7M |
| 3 | ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST |
BETHESDA MD |
| 99 |
| $25.6M |
| $191K |
| 4 | YOKOHAMA TIRE MANUFACTURING VIRGINIA SAVINGS PLAN FOR HOURLY EMPLOYEES OF THE YOKOHAMA TIRE MANUFACTURING IN SALEM, VIRGINIA | SALEM VA | 454 | $36.9M | $92K |
| 5 | VIRTANA VIRTANA 401K PLAN | PALO ALTO CA | 108 | $7.9M | $19K |
