Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Strategic Global Equity Trust in their Schedule of Assets, totaling $6.7M 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 | FOREST LAWN MEMORIAL-PARK ASSOC FOREST LAWN RETIREMENT PLAN | GLENDALE CA | 965 | $84.7M | $6.7M |
