Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Real Estate Invs in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $1.1M |
| 2 | AIDA-AMERICA CORPORATION AIDA-AMERICA CORPORATION SAVINGS PLAN | DAYTON OH | 147 | $27.8M | $357K |
| 3 | WORLD ECONOMIC FORUM LLC WORLD ECONOMIC FORUM LLC 401(K) PLAN |
NEW YORK NY |
| 129 |
| $49.3M |
| $299K |
| 4 | THE CHANNEL COMPANY, LLC THE CHANNEL COMPANY 401(K) PLAN | NEEDHAM MA | 261 | $36.5M | $128K |
| 5 | CENTER FOR FRATERNAL EXCELLENCE, INC. CFE 401(K) PLAN | FISHERS IN | 133 | $10.7M | $82K |
| 6 | FURMAN UNIVERSITY FURMAN UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GREENVILLE SC | 1,343 | $346.8M | $74K |
| 7 | ROUSSELOT, INC. ROUSSELOT, INC. 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 97 | $29.9M | $47K |
| 8 | THE BISHOP'S SCHOOL THE BISHOP'S SCHOOL 403(B) PLAN | LA JOLLA CA | 270 | $79.1M | $29K |
| 9 | GENERATIONS COMMUNITY FEDERAL CREDIT UNION GENERATIONS COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | CASTLE HILLS TX | 186 | $15.9M | $20K |
| 10 | ANDERSON HAY & GRAIN CO., INC. ANDERSON GROUP 401(K) SAVINGS PLAN | ELLENSBURG WA | 164 | $14.0M | $12K |
