Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Social Choice Variable annuity account in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EVERGREEN CENTER, INC. EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MILFORD MA | 201 | $10.3M | $301K |
| 2 | ROBERT F. KENNEDY COMMUNITY ALLIANCE, INC. ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN | LANCASTER MA | 445 | $28.2M | $262K |
| 3 | THE CARROLL SCHOOL |
LINCOLN MA |
| 225 |
| $34.9M |
| $262K |
| 4 | SCHOOLS FOR CHILDREN, INC. SCHOOLS FOR CHILDREN, INC. 403(B) RETIREMENT PLAN | WINCHESTER MA | 170 | $23.8M | $228K |
| 5 | CRITERION CHILD ENRICHMENT INC. CRITERION CHILD ENRICHMENT INC. TAX DEFERRED ANNUITY (TDA) PLAN | MILFORD MA | 300 | $8.4M | $209K |
| 6 | CRITERION CHILD ENRICHMENT, INC. CRITERION CHILD ENRICHMENT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MILFORD MA | 186 | $4.7M | $83K |
| 7 | EVERGREEN CENTER, INC. EVERGREEN CENTER, INC. TAX DEFERRED ANNUITY (TDA) PLAN | MILFORD MA | 286 | $4.5M | $44K |
