Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Growth Variable annuity account in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCHOOLS FOR CHILDREN, INC. SCHOOLS FOR CHILDREN, INC. 403(B) RETIREMENT PLAN | WINCHESTER MA | 170 | $23.8M | $2.2M |
| 2 | ROBERT F. KENNEDY COMMUNITY ALLIANCE, INC. ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN | LANCASTER MA | 445 | $28.2M | $1.4M |
| 3 | EVERGREEN CENTER, INC. |
MILFORD MA |
| 201 |
| $10.3M |
| $378K |
| 4 | EVERGREEN CENTER, INC. EVERGREEN CENTER, INC. TAX DEFERRED ANNUITY (TDA) PLAN | MILFORD MA | 286 | $4.5M | $322K |
| 5 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $115K |