PlanOptica
Fidelity

Fidelity Real Estate Income Fund

Ticker FRIFX · CUSIP 316389865 · Mutual fund

Matched by tickerMatch to checkAll Fidelity (FMR) fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
75
15 with $250K or more
Dollars held
$61.9M
69,787 of 69,862 plans with fund lines hold none
Median per plan
$42K
Share of their fund dollars
0.1%

Same fund, other share classes

3 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Fidelity Real Estate Income Fund (this page)FRIFXNot stated75$61.9M
Class InstlFRIRXLow cost1$28.4M
Class AFRINXRetail / revenue sharing3$474K
Class ZFIKMXLow cost2$101K

Plans adding and dropping it, 2024 to 2025

Added
1 plan
$11.1M at year-end 2025
Dropped
2 plans
$2.5M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that added it in 2025 (1 plan)

Plans that added it in 2025
PlanYear-end value
Aera Energy Services Company Cash Balance Plan$250M-$1B · pension$11.1M

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold Fidelity Real Estate Income Fund

The largest 10 plans in each list.

IBM 401(k) Plan$60.4B plan · International Business Machines Corporation, NY · Fidelity (FMR)$15.4M
Aera Energy Services Company Cash Balance Plan$387M plan · Aera Energy Services Company, CA · Fidelity (FMR)$11.1M
Credit Agricole Corporate and Investment Bank 401(k) Savings Plan$541M plan · Credit Agricole Corporate and Investment Bank, NY · Charles Schwab$7.2M
Healthnow New York Inc. Elective 401(k) Plan$224M plan · Highmark Western and Northeastern New York Inc., PA · Alight$5.5M
Gould Medical Group, Inc. 401(k) Profit Sharing Plan$554M plan · Gould Medical Group Inc., CA · Fidelity (FMR)$3.7M
Credit Agricole Corporate and Investment Bank Retirement Plan$170M plan · Credit Agricole Corporate and Investment Bank, NY · Not identified$3.5M
Catholic Medical Center Pension Plan$243M plan · Catholic Healthcare Trust, NH · Fidelity (FMR)$3.5M
Retirement Savings Plan for Employees of West Penn Allegheny Health System$1.28B plan · West Penn Allegheny Health System, PA · Alight$1.6M
Tower Semiconductor Newport Beach Retirement Savings Plan$197M plan · Tower Semiconductor Newport Beach Inc., CA · Fidelity (FMR)$1.5M
Pala 401(k) Retirement Savings Plan$79.4M plan · Pala Band of Mission Indians, CA · Alerus Financial$1.5M

Plans whose filed schedule lists Fidelity Real Estate Income Fund.

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How the filings spell it

Show 7 names seen in the filings
  • FID Real Estate Income
  • Fidelity Advisor Real Estate Income
  • Fidelity Advisor Real Estate Income Fund
  • Fidelity Fidelity Real Estate Income
  • Fidelity Real Estate Income
  • Real Estate Income
  • Real Estate Income Fund