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 Mutual fund N/A in their Schedule of Assets, totaling $712K 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 | HEART HOSPITAL OF SOUTH DAKOTA, LLC AVERA HEART HOSPITAL SOUTH DAKOTA AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN | SIOUX FALLS SD | 677 | $51.5M | $338K |
| 2 | ANGLOGOLD ASHANTI NORTH AMERICA INC. ANGLOGOLD ASHANTI NORTH AMERICA 401(K) PLAN | GREENWOOD VILLAGE CO | 135 | $29.0M | $166K |
| 3 | EPILOG CORPORATION |
GOLDEN CO |
| 134 |
| $28.4M |
| $135K |
| 4 | AVERA HEALTH PLANS, INC. MY 401(K) RETIREMENT PLAN (FORMERLY AVERA HEALTH PROGRAM PENSION PLAN) | SIOUX FALLS SD | 401 | $24.3M | $73K |
