Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Aggressive Strategic Balance Trust Fund in their Schedule of Assets, totaling $12K 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 | SANDHURST APARTMENT MANAGEMENT, LLC SANDHURST APARTMENT MANAGEMENT, LLC 401K PLAN | CHARLOTTE NC | 209 | $2.4M | $12K |
