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 Mutual fund - in their Schedule of Assets, totaling $2.4M 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 | KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC KEYSTONE PACIFIC 401(K) PLAN | IRVINE CA | 383 | $16.5M | $656K |
| 2 | KITWARE INC KITWARE 401K PLAN | CLIFTON PARK NY | 167 | $55.4M | $391K |
| 3 | FOSSIL GROUP INC. FOSSIL GROUP, INC. SAVINGS AND RETIREMENT PLAN |
RICHARDSON TX |
| 1,799 |
| $120.6M |
| $353K |
| 4 | BEARCOM OPERATING, L.L.C. BEARCOM 401K PLAN | GARLAND TX | 910 | $53.3M | $245K |
| 5 | INRIX, INC. INRIX, INC. 401(K) PLAN | BELLEVUE WA | 106 | $30.4M | $235K |
| 6 | ORION ICS, LLC ORION ICS, LLC PROFIT SHARING PLAN | CARY NC | 163 | $21.9M | $202K |
| 7 | AMEGO, INC. AMEGO, INC. 403(B) PLAN | ATTLEBORO MA | 1,474 | $17.5M | $107K |
| 8 | SAMUELS & ASSOCIATES MANAGEMENT LLC SAMUELS & ASSOCIATES 401(K) PLAN | BOSTON MA | 138 | $14.9M | $85K |
| 9 | AVIDYNE CORPORATION AVIDYNE CORPORATION 401(K) RETIREMENT PLAN | MELBOURNE FL | 191 | $17.3M | $49K |
| 10 | PREMPLOYER, INC. PREMPLOYER, INC. MULTIPLE EMPLOYER PLAN | DOTHAN AL | 917 | $23.3M | $39K |
