Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Minnesota Life Insurance Company Fidelity Real Estate Index # in their Schedule of Assets, totaling $422K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AIDS HEALTHCARE FOUNDATION AHF SAVINGS AND INVESTMENT PLAN | LOS ANGELES CA | 2,847 | $158.6M | $263K |
| 2 | COOSA VALLEY CREDIT UNION COOSA VALLEY CREDIT UNION RETIREMENT SAVINGS PLAN | ROME GA | 128 | $10.9M | $101K |
| 3 | A TO Z DRYING, INC. A TO Z DRYING, INC. PROFIT SHARING PLAN |
OSAGE IA |
| 124 |
| $12.4M |
| $21K |
| 4 | AL COPELAND INVESTMENTS, L.L.C. AL COPELAND INVESTMENTS, L. L. C. 401(K) PLAN | METAIRIE LA | 464 | $13.3M | $19K |
| 5 | GRACE MANAGEMENT, INC. GRACE MANAGEMENT 401(K) PLAN | MAPLE GROVE MN | 1,824 | $10.5M | $18K |
