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Fidelity

Fidelity Real Estate Investment Portfolio: Class A

Ticker FRVBX · Mutual fund · Share class: Class ARetail / revenue sharing

Matched by tickerAll 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
16
7 with $250K or more
Dollars held
$6.3M
69,846 of 69,862 plans with fund lines hold none
Median per plan
$150K
Share of their fund dollars
0.5%

Other share classes of this fund

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

ClassCost tierPlansDollars
Fidelity Real Estate Investment PortfolioFRESXNot stated413$266M
Class A (this page)FRVBXRetail / revenue sharing16$6.3M
Class IFRVHXLow cost2$296K

Plans that added or dropped it from 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$835K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that dropped it after 2024 (1 plan)

Plans that dropped it after 2024
PlanYear-end value
SMS Retirement Savings Plan$50M-$250M$835K

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

Which plans hold Fidelity Real Estate Investment Portfolio: Class A

The largest 10 plans in each list.

The Cianbro Team Equity Plan$988M plan · The Cianbro Companies, ME · Fidelity (FMR)$2.9M
Surescripts, LLC 401(k) Plan$203M plan · Surescripts, LLC, VA · Fidelity (FMR)$897K
Northwest Pump & Equipment Co. 401(k) Profit Sharing Plan$58.6M plan · Northwest Pump & Equipment Co., OR · Fidelity (FMR)$556K
Edsa Employee Savings and Profit Sharing Plan$48.5M plan · Edsa, Inc., FL · Fidelity (FMR)$458K
Industrial, General, Polytemp, Igp and Independent 401(k) PSP$15.9M plan · Igp Management Corporation, MD · Empower$455K
Interstate Engineering, Inc. 401(k) Profit Sharing Plan$22.6M plan · Interstate Engineering, Inc., ND · Principal$345K
Avera Heart Hospital of South Dakota 401(k) Plan$63.2M plan · Heart Hospital of South Dakota, LLC Avera Heart Hospital South Dakota, SD · Fidelity (FMR)$267K
Epilog Corporation Profit Sharing Plan$32.7M plan · Epilog Corporation, CO · Fidelity (FMR)$150K
Anglogold Ashanti North America 401(k) Plan$37.1M plan · Anglogold Ashanti North America Inc., CO · Fidelity (FMR)$135K
MY 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan)$29.2M plan · Avera Health Plans, Inc., SD · Fidelity (FMR)$73K

Plans whose filed schedule lists Fidelity Real Estate Investment Portfolio: Class A.

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How the filings spell it

Show 4 names seen in the filings
  • Fidelity Real Estate Investment
  • Fidelity Real Estate Investment Portfolio
  • Fidelity Real Estate Investment Portfolio Mutual Fund
  • Fidelity Real Estate Investment Portfolio N/A