Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Stock Variable annuity account in their Schedule of Assets, totaling $2.7M 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 | CRITERION CHILD ENRICHMENT INC. CRITERION CHILD ENRICHMENT INC. TAX DEFERRED ANNUITY (TDA) PLAN | MILFORD MA | 300 | $8.4M | $1.2M |
| 2 | EVERGREEN CENTER, INC. EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MILFORD MA | 201 | $10.3M | $825K |
| 3 | CRITERION CHILD ENRICHMENT, INC. |
MILFORD MA |
| 186 |
| $4.7M |
| $457K |
| 4 | EVERGREEN CENTER, INC. EVERGREEN CENTER, INC. TAX DEFERRED ANNUITY (TDA) PLAN | MILFORD MA | 286 | $4.5M | $241K |