Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Real Estate Investment Portfolio Mutual funds in their Schedule of Assets, totaling $566K 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 | GRAND LODGE OF F&A MASONS OF CA & RELATED ENTITIES CALIFORNIA MASONIC RETIREMENT PLAN II | SAN FRANCISCO CA | 650 | $49.1M | $404K |
| 2 | SAGAMORE PLUMBING & HEATING LLC SAGAMORE PLUMBING & HEATING LLC 401(K) PROFIT SHARING PLAN | HINGHAM MA | 94 | $15.5M | $153K |
| 3 | STONEHILL COLLEGE |
NORTH EASTON MA |
| 815 |
| $239.9M |
| $9K |
