Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity** Real Estate Investment Fund in their Schedule of Assets, totaling $25.5M 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 | PVS PVS CHEMICALS, INC. 401(K) PROFIT SHARING PLAN |
DETROIT MI |
| 1,297 |
| $158.0M |
| $1.0M |
| 4 | EXTREME ENGINEERING SOLUTIONS, INC. EXTREME ENGINEERING SOLUTIONS, INC. 401(K) PLAN | VERONA WI | 452 | $61.2M | $413K |
| 5 | MUNICH RE SPECIALTY GROUP N.A. INC. MUNICH RE SPECIALTY GROUP N.A. INC. RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 289 | $50.5M | $408K |
| 6 | THE KRESGE FOUNDATION THE KRESGE FOUNDATION EMPLOYEE SAVINGS PLAN | TROY MI | 124 | $63.1M | $352K |
| 7 | WILAND, INC. WILAND INC. 401(K) PLAN | NIWOT CO | 263 | $36.4M | $345K |
| 8 | GSI ENVIRONMENTAL, INC. GSI ENVIRONMENTAL, INC. PROFIT SHARING PLAN. | HOUSTON TX | 216 | $56.3M | $272K |
| 9 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN | ARLINGTON VA | 433 | $42.5M | $250K |
| 10 | ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 99 | $25.6M | $191K |
