Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Real Estate Mutual fund - in their Schedule of Assets, totaling $314K 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 | SPENCER'S AIR CONDITIONING & APPLIANCE, INC. SPENCER'S AIR CONDITIONING & APPLIANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CHANDLER AZ | 242 | $414.8M | $137K |
| 2 | SPENCER'S TV AND APPLIANCE SPENCER'S TV & APPLIANCE 401K PROFIT SHARING PLAN | CHANDLER AZ | 334 | $23.6M | $137K |
| 3 | BRADLEY UNIVERSITY |
PEORIA IL |
| 824 |
| $365.7M |
| $29K |
| 4 | THE BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 60 401K PLAN PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN | METAIRIE LA | 1,173 | $16.7M | $10K |
