Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Real Estate Investment Port in their Schedule of Assets, totaling $1.2M 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 | ORCHID MPS HOLDINGS, LLC ORCHID MPS HOLDINGS 401(K) PROFIT SHARING PLAN | MASON MI | 1,364 | $106.5M | $441K |
| 2 | ORCHID MPS HOLDINGS, LLC ORCHID MPS HOLDINGS 401(K) PROFIT SHARING PLAN | MASON MI | 1,364 | $106.5M | $441K |
| 3 | TOLKO INDUSTRIES (U.S.) LTD. TOLKO INDUSTRIES (U. S. ) LTD 401(K) PLAN |
RENTON WA |
| 126 |
| $4.5M |
| $204K |
| 4 | TAR HEEL CAPITAL CORPORATION NO. 2 TAR HEEL CAPITAL CORPORATION NO. 2 EMPLOYEES SAVINGS PLUS PLAN | BOONE NC | 1,209 | $8.7M | $69K |
