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 Registered investment company in their Schedule of Assets, totaling $1.9M 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 | HALOZYME, INC. HALOZYME THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO CA | 353 | $79.9M | $1.3M |
| 2 | WIDEORBIT LLC WIDEORBIT LLC 401(K) PLAN | NEW YORK NY | 339 | $81.4M | $197K |
| 3 | R.M. CHIN & ASSOCIATES, INC R.M. CHIN & ASSOCIATES, INC. PROFIT SHARING/ 401(K) PLAN |
CHICAGO IL |
| 119 |
| $21.3M |
| $174K |
| 4 | SOUTHERN MOTOR CARRIERS ASSOCIATION, INC. SMC3 401(K) PLAN | PEACHTREE CITY GA | 198 | $33.2M | $130K |
| 5 | PORTLAND VA RESEARCH FOUNDATION INC PORTLAND VA RESEARCH FOUNDATION 401(K) PLAN | PORTLAND OR | 95 | $9.2M | $62K |
