EX-99.(A)(15) 2 d806751dex99a15.htm AMENDED AND RESTATED ESTABLISHMENT AND DESIGNATION OF SERIES - 04-17-2025 Amended and Restated Establishment and Designation of Series - 04-17-2025

SunAmerica Series Trust

Amended and Restated Establishment and Designation of Series

WHEREAS, the Trustees of the Trust, acting pursuant to the Trust’s Declaration of Trust as then in effect (such Declaration of Trust, as the same may be amended or amended and restated from time to time, the “Declaration”), had heretofore divided the shares of beneficial interest in the Trust, without par value (the “Shares”) into fifty series, as set forth on Schedule A to the Trust’s Amended and Restated Declaration of Trust dated as of March 1, 2016 (each a “Series” and collectively, the “Series”);

WHEREAS, the Trustees of the Trust, at a meeting held on October 5, 2016, authorized the change in the name of the Equity Index Portfolio to the SA Large Cap Index Portfolio, effective as of February 6, 2017;

WHEREAS, the Trustees of the Trust, at a meeting held on March 23, 2017, authorized the establishment of the following additional Series of the Trust:

SA Legg Mason Tactical Opportunities Portfolio;

WHEREAS, the Trustees of the Trust, at a meeting held on June 13, 2017, authorized the establishment of the following additional four Series of the Trust

SA Fixed Income Intermediate Index Portfolio

SA Goldman Sachs Multi-Asset Insights Portfolio

SA T. Rowe Price Asset Allocation Growth Portfolio

SA VCP Index Allocation Portfolio

and authorized the change in the name of several Series of the Trust as follows, effective as of October 9, 2017:

 

Prior Series Name    New Series Name

Small & Mid Cap Value Portfolio

   

SA AB Small & Mid Cap Value Portfolio

American Funds Asset Allocation SAST Portfolio

   

SA American Funds Asset Allocation Portfolio

American Funds Global Growth SAST Portfolio

   

SA American Funds Global Growth Portfolio

American Funds Growth SAST Portfolio

   

SA American Funds Growth Portfolio

American Funds Growth-Income SAST Portfolio

   

SA American Funds Growth-Income Portfolio

VCP Managed Asset Allocation SAST Portfolio

   

SA American Funds VCP Managed Asset Allocation Portfolio

Blue Chip Growth Portfolio

   

SA Blue Chip Growth Portfolio

Capital Growth Portfolio

   

SA Boston Company Capital Growth Portfolio

Technology Portfolio

   

SA Columbia Technology Portfolio

Ultra Short Bond Portfolio

   

SA DFA Ultra Short Bond Portfolio

Dogs of Wall Street Portfolio

   

SA Dogs of Wall Street Portfolio

Corporate Bond Portfolio

   

SA Federated Corporate Bond Portfolio

Real Estate Portfolio

   

SA Pyramis® Real Estate Portfolio

Foreign Value Portfolio

   

SA Franklin Foreign Value Portfolio

Small Company Value Portfolio

   

SA Franklin Small Company Value Portfolio

Global Bond Portfolio

   

SA Goldman Sachs Global Bond Portfolio

Growth Opportunities Portfolio

   

SA Invesco Growth Opportunities Portfolio

VCP Value Portfolio

   

SA Invesco VCP Equity-Income Portfolio

Balanced Portfolio

   

SA JPMorgan Balanced Portfolio

Emerging Markets Portfolio

   

SA JPMorgan Emerging Markets Portfolio

Global Equities Portfolio

   

SA JPMorgan Global Equities Portfolio

Growth-Income Portfolio

   

SA JPMorgan Equity-Income Portfolio

Mid-Cap Growth Portfolio

   

SA JPMorgan Mid-Cap Growth Portfolio

Telecom Utility Portfolio

   

SA MFS Telecom Utility Portfolio

International Diversified Equities Portfolio

   

SA Morgan Stanley International Equities Portfolio

Equity Opportunities Portfolio

   

SA Oppenheimer Main Street Large Cap Portfolio

VCP Total Return Balanced Portfolio

   

SA PIMCO VCP Tactical Balanced Portfolio

High-Yield Bond Portfolio

   

SA PineBridge High-Yield Bond Portfolio

International Growth and Income Portfolio

   

SA Putnam International Growth and Income Portfolio

SunAmerica Dynamic Allocation Portfolio

   

SA VCP Dynamic Allocation Portfolio

SunAmerica Dynamic Strategy Portfolio

   

SA VCP Dynamic Strategy Portfolio

Aggressive Growth Portfolio

   

SA Wells Capital Aggressive Growth Portfolio

Fundamental Growth Portfolio

   

SA Wells Capital Fundamental Growth Portfolio

WHEREAS, the Trustees of the Trust, at a meeting held on November 29, 2017, authorized the establishment and designation of the following six additional Series of the Trust:

SA Large Cap Growth Index Portfolio

SA Large Cap Value Index Portfolio

SA Emerging Markets Equity Index Portfolio

SA Global Index Allocation 90/10 Portfolio

SA Global Index Allocation 75/25 Portfolio

SA Global Index Allocation 60/40 Portfolio

and further authorized the changes in the names of several series of the Trust to correct scrivener’s errors in the prior designation as follows:

 

Prior Designation    Corrected Name

SA Blue Chip Growth Portfolio

   

SA MFS Blue Chip Growth Portfolio

SA Wells Capital Aggressive Growth Portfolio

   

SA WellsCap Aggressive Growth Portfolio

SA Wells Capital Fundamental Growth Portfolio

   

SA WellsCap Fundamental Growth Portfolio

WHEREAS, the Trustees of the Trust, at a meeting held on November 29, 2017, authorized the change in the name of the following series of the Trust, effective as of May 1, 2018, as follows:

 

Prior Series Name    New Series Name

SA JPMorgan Balanced Portfolio

   

SA JPMorgan Diversified Balanced Portfolio

WHEREAS, the Trustees of the Trust, at a meeting held on March 27, 2018, authorized the changes in the names of two series of the Trust, effective as of May l, 2018, as follows:

 

Prior Series Name    New Series Name

SA Franklin Foreign Value Portfolio

   

SA Templeton Foreign Value Portfolio

SA Pyramis® Real Estate Portfolio

   

SA Fidelity Institutional AM® Real Estate

  

Portfolio

 

- 2 -

WHEREAS, the Trustees of the Trust, at a meeting held on June 13, 2018, approved the reorganization of each of the following series of the Trust (each, a “Target Series”) into another existing series of the Trust as set forth below (each, an “Acquiring Series”), the shareholders of each such Target Series approved the proposed reorganization on September 20, 2018, and each reorganization resulting in the dissolution and liquidation of such Target Series occurred on October 15, 2018, as follows:

 

Target Series    Acquiring Series

SA MFS Telecom Utility Portfolio

   

SA Legg Mason BW Large Cap Value Portfolio

SA Boston Company Capital Growth Portfolio

   

SA AB Growth Portfolio

SA WellsCap Fundamental Growth Portfolio

   

SA AB Growth Portfolio

WHEREAS, the Trustees of the Trust, at a meeting held on October 10, 2018, authorized the change in the name of the following series of the Trust, effective as of December 14, 2018, or such other date as determined by the officers of the Trust, as follows:

 

Prior Series Name    New Series Name

SA American Funds® VCP Managed Asset

   

SA American Funds VCP Managed Allocation

Allocation Portfolio

   

Portfolio

WHEREAS, the Trustees of the Trust, at a meeting held on November 29, 2018, authorized the establishment of the following additional Series of the Trust:

SA Fidelity Institutional AM® International Growth Portfolio.

WHEREAS, the Trustees of the Trust, at a meeting held on June 11, 2019, authorized the establishment of the following additional Series of the Trust:

SA Franklin U.S. Equity Smart Beta Portfolio.

WHEREAS, the Trustees of the Trust, at a meeting held on March 26, 2020, authorized the establishment of the following additional Series of the Trust:

SA BlackRock Multi-Factor 70/30 Portfolio.

WHEREAS, the Trustees of the Trust, by a written consent dated April 14, 2020, authorized the change in the name of the SA Federated Corporate Bond Portfolio to the SA Federated Hermes Corporate Bond Portfolio, effective as of April 29, 2020, or such other date as determined by the officers of the Trust;

WHEREAS, the Trustees of the Trust, at a meeting held on October 7, 2020, authorized the change in the name of the following series of the Trust, effective as of October 13, 2020, or such other date as determined by the officers of the Trust, as follows:

 

Prior Series Name    New Series Name

SA Oppenheimer Main Street Large Cap Portfolio

   

SA Invesco Main Street Large Cap Portfolio

SA Templeton Foreign Value Portfolio

   

SA PIMCO RAE International Value Portfolio

WHEREAS, the Trustees of the Trust, at a meeting held on December 3, 2020, approved the reorganization of the following series of the Trust (a “Target Series”) into another existing series of the Trust as set forth below (an “Acquiring Series”), and the reorganization resulting in the dissolution and liquidation of such Target Series occurred on May 3, 2021, as follows:

 

Target Series    Acquiring Series

SA Invesco VCP Equity-Income Portfolio

   

SA VCP Dynamic Strategy Portfolio

 

- 3 -

WHEREAS, the Trustees of the Trust, at a meeting held on March 17, 2021, authorized the change in the name of the following series of the Trust, effective as of May 3, 2021, or such other date as determined by the officers of the Trust, as follows:

 

Prior Series Name    New Series Name

SA Dogs of Wall Street Portfolio

   

SA Franklin Systematic U.S. Large Cap Value Portfolio

SA Legg Mason BW Large Cap Value Portfolio

   

SA Franklin BW U.S. Large Cap Value Portfolio

SA Legg Mason Tactical Opportunities Portfolio

   

SA Franklin Tactical Opportunities Portfolio

WHEREAS, the Trustees of the Trust, at a meeting held on May 12, 2021, authorized the establishment of the following additional Series of the Trust:

SA Wellington Capital Appreciation Portfolio

SA Wellington Government and Quality Bond Portfolio

SA Wellington Strategic Multi-Asset Portfolio

WHEREAS, the Trustees of the Trust, at a meeting held on June 23, 2021, approved the reorganization of each of the following series of the Trust (each, a “Target Series”) into another existing series of the Trust as set forth below (each, an “Acquiring Series”), the shareholders of each such Target Series approved the proposed reorganization on October 27, 2021, and each reorganization resulting in the dissolution and liquidation of such Target Series occurred on November 8, 2021, as follows:

 

Target Series    Acquiring Series

SA Columbia Technology Portfolio

   

SA Wellington Capital Appreciation Portfolio

SA WellsCap Aggressive Growth Portfolio

   

SA JPMorgan Mid-Cap Growth Portfolio

WHEREAS, the Trustees of the Trust, at a meeting held on March 31, 2022, authorized the change in the name of the SA Franklin U.S. Equity Smart Beta Portfolio to SA Franklin Systematic U.S. Large Cap Core Portfolio, effective as of March 31, 2022, or such other date as determined by the officers of the Trust, and the name was changed effective as of July 1, 2022.

WHEREAS, the Trustees of the Trust, at a meeting held on March 30, 2023, authorized the change in the name of the SA Invesco Main Street Large Cap Portfolio to SA JPMorgan Large Cap Core Portfolio, effective as of July 5, 2023, or such other date as determined by the officers of the Trust, and the name was changed effective as of July 5, 2023.

WHEREAS, the Trustees of the Trust, at a meeting held on December 6, 2023, authorized the change in the name of the following series of the Trust, effective as of April 29, 2024, or such other date as determined by the officers of the Trust, as follows:

 

Prior Series Name    New Series Name

SA DFA Ultra Short Bond Portfolio

   

SA JPMorgan Ultra-Short Bond Portfolio

SA Goldman Sachs Global Bond Portfolio

   

SA PIMCO Global Bond Opportunities Portfolio

 

- 4 -

WHEREAS, the Trustees of the Trust, at a meeting held on December 11, 2024, authorized the change in the name of the following series of the Trust, effective as of April 28, 2025, or such other date as determined by the officers of the Trust, as follows:

 

Prior Series Name    New Series Name

SA MFS Blue Chip Growth Portfolio

SA Putnam International Growth and Income Portfolio

SA T. Rowe Price Asset Allocation Growth Portfolio

   

SA MFS Large Cap Growth Portfolio

SA Putnam International Value Portfolio

SA T. Rowe Price Allocation Moderately Aggressive Portfolio

NOW THEREFORE, the designation is hereby amended and restated in its entirety to incorporate the actions of the Trustees of the Trust at the meeting of the Trustees on December 11, 2024, and the undersigned does hereby certify that, following the actions referenced above the following Series of the Trust are established with such relative rights, preferences, privileges, limitations, restrictions and other relative terms as are set forth below:

 

  1.

SA AB Growth Portfolio

  2.

SA AB Small & Mid Cap Value Portfolio

  3.

SA American Funds Asset Allocation Portfolio

  4.

SA American Funds Global Growth Portfolio

  5.

SA American Funds Growth Portfolio

  6.

SA American Funds Growth-Income Portfolio

  7.

SA American Funds VCP Managed Allocation Portfolio

  8.

SA BlackRock Multi-Factor 70/30 Portfolio

  9.

SA BlackRock VCP Global Multi Asset Portfolio

  10.

SA Emerging Markets Equity Index Portfolio

  11.

SA Federated Hermes Corporate Bond Portfolio

  12.

SA Fidelity Institutional AM® International Growth Portfolio

  13.

SA Fidelity Institutional AM® Real Estate Portfolio

  14.

SA Fixed Income Index Portfolio

  15.

SA Fixed Income Intermediate Index Portfolio

  16.

SA Franklin BW U.S. Large Cap Value Portfolio

  17.

SA Franklin Small Company Value Portfolio

  18.

SA Franklin Systematic U.S. Large Cap Core Portfolio

  19.

SA Franklin Systematic U.S. Large Cap Value Portfolio

  20.

SA Franklin Tactical Opportunities Portfolio

  21.

SA Global Index Allocation 60/40 Portfolio

  22.

SA Global Index Allocation 75/25 Portfolio

  23.

SA Global Index Allocation 90/10 Portfolio

  24.

SA Goldman Sachs Multi-Asset Insights Portfolio

  25.

SA Index Allocation 60/40 Portfolio

  26.

SA Index Allocation 80/20 Portfolio

  27.

SA Index Allocation 90/10 Portfolio

 

- 5 -

  28.

SA International Index Portfolio

  29.

SA Invesco Growth Opportunities Portfolio

  30.

SA Janus Focused Growth Portfolio

  31.

SA JPMorgan Diversified Balanced Portfolio

  32.

SA JPMorgan Emerging Markets Portfolio

  33.

SA JPMorgan Equity-Income Portfolio

  34.

SA JPMorgan Global Equities Portfolio

  35.

SA JPMorgan Large Cap Core Portfolio

  36.

SA JPMorgan MFS Core Bond Portfolio

  37.

SA JPMorgan Mid-Cap Growth Portfolio

  38.

SA JPMorgan Ultra-Short Bond Portfolio

  39.

SA Large Cap Growth Index Portfolio

  40.

SA Large Cap Index Portfolio

  41.

SA Large Cap Value Index Portfolio

  42.

SA MFS Large Cap Growth Portfolio (eff. 4/28/25)

  43.

SA MFS Massachusetts Investors Trust Portfolio

  44.

SA MFS Total Return Portfolio

  45.

SA Mid Cap Index Portfolio

  46.

SA Morgan Stanley International Equities Portfolio

  47.

SA PIMCO Global Bond Opportunities Portfolio

  48.

SA PIMCO RAE International Value Portfolio

  49.

SA PIMCO VCP Tactical Balanced Portfolio

  50.

SA PineBridge High-Yield Bond Portfolio

  51.

SA Putnam International Value Portfolio (eff. 4/28/25)

  52.

SA Schroders VCP Global Allocation Portfolio

  53.

SA Small Cap Index Portfolio

  54.

SA T. Rowe Price Allocation Moderately Aggressive Portfolio (eff. 4/28/25)

  55.

SA T. Rowe Price VCP Balanced Portfolio

  56.

SA VCP Dynamic Allocation Portfolio

  57.

SA VCP Dynamic Strategy Portfolio

  58.

SA VCP Index Allocation Portfolio

  59.

SA Wellington Capital Appreciation Portfolio

  60.

SA Wellington Government and Quality Bond Portfolio

  61.

SA Wellington Strategic Multi-Asset Portfolio

1. Each Share of each Series is entitled to all the rights and preferences accorded to Shares under the Declaration.

2. The number of authorized Shares of each Series is unlimited.

3. Each Series shall be authorized to hold cash, invest in securities, instruments and other property, use investment techniques, and have such goals or objectives as from time to time described in the prospectus and statement of additional information contained in the Trust’s then currently effective registration statement under the Securities Act of 1933 to the extent pertaining to the offering of Shares of the Series, as the same may be amended and supplemented from time to time (“Prospectus”). Each Share of a Series shall represent a beneficial interest in the net assets allocated or belonging to such Series only, and such interest shall not extend to the assets of the Trust generally (except to the extent that General Assets (as defined in the Declaration) are allocated to such Series), and shall be entitled to receive its pro rata share of the net assets of the Series upon liquidation of the Series, all as set forth in Section 4.9 of the Declaration.

 

- 6 -

4. With respect to each Series, (a) the purchase price of the Shares, (b) fees and expenses, (c) qualifications for ownership, if any, (d) the method of determination of the net asset value of the Shares, (e) minimum purchase amounts, if any, (f) minimum account size, if any, (g) the price, terms and manner of redemption of the Shares, (h) any conversion or exchange feature or privilege, (i) the relative dividend rights, and (j) any other relative rights, preferences, privileges, limitations, restrictions and other relative terms have been established by the Trustees in accordance with the Declaration and are set forth in the Prospectus with respect to such Series.

5. The Trustees may from time to time modify any of the relative rights, preferences, privileges, limitations, restrictions and other relative terms of a Series that have been established by the Trustees or redesignate any of the Series without any action or consent of the Shareholders.

6. The designation of any Series hereby shall not impair the power of the Trustees from time to time to designate additional Series of Shares of the Trust.

7. Capitalized terms not defined herein have the meanings given to such terms in the Declaration.

 

- 7 -

IN WITNESS WHEREOF, the undersigned, being the Secretary of the Trust, has executed this instrument as of this 23rd day of April, 2025

 

/s/ Kathleen D. Fuentes

Secretary

Kathleen D. Fuentes