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 Portfolio Fund Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $1.1M |
| 2 | METRICSTREAM INC. METRICSTREAM 401K PLAN | SAN JOSE CA | 77 | $16.0M | $184K |
| 3 | ANCHOR HOCKING HOLDINGS, INC. ANCHOR HOCKING 401K PLAN |
| 2,057 |
| $72.4M |
| $45K |
| 4 | REVOLUTION PREP, LLC. REVOLUTION PREP, LLC. 401(K) PLAN | SANTA MONICA CA | 544 | $6.4M | $14K |
