Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity** Real Estate Investment Portfolio in their Schedule of Assets, totaling $33.7M 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 | VERTEX PHARMACEUTICALS INCORPORATED VERTEX PHARMACEUTICALS INCORPORATED 401(K) PLAN | BOSTON MA | 5,091 | $1.3B | $13.1M |
| 2 | TWO SIGMA INVESTMENTS, LP TWO SIGMA 401(K) PLAN | NEW YORK NY | 1,668 | $698.4M | $7.8M |
| 3 | TAE TECHNOLOGIES, INC. TAE TECHNOLOGIES, INC. 401(K) PLAN |
FOOTHILL RANCH CA |
| 310 |
| $68.0M |
| $2.5M |
| 4 | OMYA INDUSTRIES INC. OMYA INDUSTRIES INC. 401(K) SAVINGS PLAN | MASON OH | 647 | $195.4M | $2.4M |
| 5 | WILSHIRE ADVISORS LLC WILSHIRE ADVISORS LLC 401K EMPLOYEE SAVINGS PLAN | SANTA MONICA CA | 254 | $79.3M | $1.4M |
| 6 | OBHG MANAGEMENT SERVICES, LLC OBHG 401(K) PLAN | GREENVILLE SC | 2,566 | $113.3M | $1.3M |
| 7 | THE RAWLINGS COMPANY LLC THE RAWLINGS GROUP 401(K) PLAN | LAGRANGE KY | 1,593 | $126.1M | $1.0M |
| 8 | ENTRAVISION COMMUNICATIONS CORPORATION ENTRAVISION COMMUNICATIONS CORPORATION 401(K) PLAN | SANTA MONICA CA | 455 | $49.3M | $979K |
| 9 | ELBIT SYSTEMS OF AMERICA, LLC ELBIT SYSTEMS OF AMERICA CONSOLIDATED 401(K) SAVINGS PLAN | FORT WORTH TX | 3,219 | $465.6M | $442K |
| 10 | CENTROID SYSTEMS, LLC CENTROID SYSTEMS, LLC 401(K) PLAN | TROY MI | 137 | $27.6M | $441K |
