Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Real Estate Investment Portfolio Fund " in their Schedule of Assets, totaling $4.9M 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 | RUSSELL REYNOLDS ASSOCIATES, INC. RUSSELL REYNOLDS ASSOCIATES RETIREMENT SAVINGS PLAN | NEW YORK NY | 870 | $438.2M | $4.2M |
| 2 | VELCRO USA INC. RETIREMENT SAVINGS AT VELCRO 401(K) PLAN | MANCHESTER NH | 726 | $108.4M | $626K |
| 3 | BANKW STAFFING, LLC BANKW STAFFING, LLC RETIREMENT PLAN |
BEDFORD NH |
| 883 |
| $23.3M |
| $22K |
| 4 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $17K |
| 5 | MAGOTTEAUX, INC. MAGOTTEAUX, INC. ASSET ACCUMULATION 401(K) RETIREMENT PLAN | FRANKLIN TN | 200 | $45.5M | $5K |
