Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Strategic Real Return Fund Mutual fund in their Schedule of Assets, totaling $659K 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 | INALFA ROOF SYSTEMS, INC. INALFA ROOF SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | AUBURN HILLS MI | 231 | $46.7M | $416K |
| 2 | TPC PACKAGING SOLUTIONS, INC. TPC PACKAGING SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 94 | $24.5M | $122K |
| 3 | INALFA ROOF SYSTEMS, INC. |
AUBURN HILLS MI |
| 537 |
| $14.1M |
| $92K |
| 4 | COPT DEFENSE PROPERTIES, LP COPT DEFENSE PROPERTIES, LP EMPLOYEE RETIREMENT SAVINGS PLAN | COLUMBIA MD | 423 | $108.7M | $29K |