Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Real Estate Invs Mutual fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEILIND ELECTRONICS, INC. HEILIND ELECTRONICS, INC. 401(K) PLAN | WILMINGTON MA | 1,012 | $68.2M | $718K |
| 2 | BREVARD PHYSICIAN ASSOCIATES, PLLC BREVARD PHYSICIAN ASSOCIATES 401(K) PROFIT SHARING PLAN | MELBOURNE FL | 242 | $120.8M | $456K |
| 3 | CROSSROADS FORD, INC. CROSSROADS FORD, INC. 401(K) PLAN |
WAKE FOREST NC |
| 1,669 |
| $40.9M |
| $352K |
| 4 | SIMON KUCHER & PARTNERS LLC SIMON KUCHER & PARTNERS 401(K) PLAN | BOSTON MA | 339 | $51.3M | $336K |
| 5 | STRAUGHAN ENVIRONMENTAL, INC. STRAUGHAN ENVIRONMENTAL, INC. 401(K) PROFIT SHARING PLAN | COLUMBIA MD | 104 | $13.5M | $53K |
| 6 | ATTUNE INSURANCE SERVICES LLC. ATTUNE INSURANCE SERVICES, LLC RETIREMENT PLAN | NEW YORK NY | 104 | $12.8M | $42K |
| 7 | NATURAL ORGANICS, INC. NATURAL ORGANICS, INC. 401(K) PLAN | MELVILLE NY | 423 | $30.9M | $27K |
| 8 | CROW WING COOPERATIVE POWER & LIGHT COMPANY CROW WING COOPERATIVE POWER & LIGHT CO. EMPLOYEES RETIREMENT PLAN | BRAINERD MN | 122 | $37.9M | $7K |
