Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Real Estate Investment Portfolio N/A in their Schedule of Assets, totaling $1.6M 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 | NORTHERN SHARED MEDICAL SERVICES, INC. SMS RETIREMENT SAVINGS PLAN | COTTAGE GROVE WI | 569 | $49.1M | $835K |
| 2 | SURESCRIPTS, LLC SURESCRIPTS, LLC 401(K) PLAN | ARLINGTON VA | 656 | $179.1M | $765K |
