Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Real Estate Investment Port Mutual Fund in their Schedule of Assets, totaling $90K 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 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 167 | $12.3M | $40K |
| 2 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 131 | $11.1M | $38K |
| 3 | RECREATION CENTERS OF SUN CITY, INC. RECREATION CENTERS OF SUN CITY EMPLOYEES 401(K) PLAN |
SUN CITY AZ |
| 498 |
| $3.0M |
| $12K |
