Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Real Estate Investment in their Schedule of Assets, totaling $2.0M 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 | NATIONAL ASSOCIATION OF HOME BUILDERS OF THE U.S NATIONAL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN | WASHINGTON DC | 260 | $127.1M | $639K |
| 2 | UNITE HERE HEALTH UNITE HERE HEALTH STAFF 401(K) PLAN | AURORA IL | 489 | $40.9M | $407K |
| 3 | GLOBAL INFOTEK, INC. GLOBAL INFOTEK 401(K) PROFIT SHARING PLAN |
RESTON VA |
| 64 |
| $22.5M |
| $193K |
| 4 | CORRIGAN MOVING AND STORAGE CO. CORRIGAN MOVING AND STORAGE CO. TAX DEFERRED SAVINGS PLAN AND TRUST | FARMINGTON HILLS MI | 433 | $39.1M | $182K |
| 5 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $151K |
| 6 | HOSPITAL DAMAS, INC. HOSPITAL DAMAS, INC. RETIREMENT PLAN | PONCE PR | 617 | $7.9M | $140K |
| 7 | USALLIANCE FEDERAL CREDIT UNION USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN | RYE NY | 282 | $35.4M | $73K |
| 8 | CONCILIO DE SALUD INTEGRL DE LOIZA, INC. PLAN DE COMPENSACION DIFERIDA 1165(E) DEL CONCILIO DE SALUD INTEGRAL DE LOIZA, INC. | LOIZA PR | 154 | $4.1M | $49K |
| 9 | QUEST ANALYTICS, LLC QUEST ANALYTICS RETIREMENT PLAN | OVERLAND PARK KS | 296 | $23.1M | $47K |
| 10 | AEROFLOW HEALTHCARE, INC. AEROFLOW HEALTHCARE, INC. 401(K) PLAN | ASHEVILLE NC | 888 | $14.6M | $43K |
