Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity® Real Estate Investment Portfolio Mutual fund in their Schedule of Assets, totaling $47.0M 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 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. UNITED STATES STEEL CORPORATION SAVINGS FUND PLAN FOR SALARIED EMPLOYEES | PITTSBURGH PA | 2,644 | $1.6B | $20.2M |
| 2 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. USS 401(K) PLAN FOR USW-REPRESENTED EMPLOYEES | PITTSBURGH PA | 11,419 | $1.4B | $10.6M |
| 3 | ACUSHNET COMPANY |
FAIRHAVEN MA |
| 3,312 |
| $637.7M |
| $3.7M |
| 4 | PURE STORAGE, INC. PURE STORAGE, INC. 401(K) PLAN | SANTA CLARA CA | 3,557 | $581.3M | $2.6M |
| 5 | KELLEY DRYE & WARREN LLP KELLEY DRYE & WARREN LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 556 | $442.3M | $2.0M |
| 6 | NATERA NATERA 401(K) PLAN | SAN CARLOS CA | 4,461 | $301.4M | $1.3M |
| 7 | MONOLITHIC POWER SYSTEMS, INC. MONOLITHIC POWER SYSTEMS, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 428 | $91.0M | $1.2M |
| 8 | JEP MANAGEMENT, INC. JEP MANAGEMENT & AFFILIATES 401(K) PLAN | WYNNEWOOD PA | 378 | $58.3M | $664K |
| 9 | LOGOS TECHNOLOGIES LLC LOGOS TECHNOLOGIES LLC 401K PLAN | FAIRFAX VA | 54 | $28.1M | $458K |
| 10 | QUANTLAB FINANCIAL, LLC QUANTLAB FINANCIAL 401(K) PLAN | HOUSTON TX | 126 | $50.8M | $427K |
