Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Real Estate Invs Mutual Funds in their Schedule of Assets, totaling $324K 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 | RED RIVER VALLEY & WESTERN RAILROAD CO. RRVW-TCW INCENTIVE COMPENSATION SAVINGS PLAN | WAHPETON ND | 194 | $44.1M | $229K |
| 2 | D.B. ROBERTS, INC. D. B. ROBERTS, INC. 401(K) PLAN | WILMINGTON MA | 334 | $20.7M | $94K |
