Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Spirit of America Real Estate Income & Mutual Fund in their Schedule of Assets, totaling $937K 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 | DAVID LERNER ASSOCIATES, INC. DAVID LERNER ASSOCIATES, INC. 401K PLAN | SYOSSET NY | 163 | $59.1M | $937K |
