Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s * Fidelity Fidelity Real Estate Investment Portfolio in their Schedule of Assets, totaling $24K 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 | ERIE MANAGEMENT GROUP, LLC ERIE MANAGEMENT GROUP, LLC 401(K) PLAN | ERIE PA | 124 | $10.1M | $24K |
