Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding First Trust in their Schedule of Assets, totaling $2.4M 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 | FREUDENBERG PERFORMANCE MATERIALS LP LOW & BONAR INC. HOURLY RETIREMENT PLAN | CANDLER NC | 14 | $6.4M | $1.7M |
| 2 | MOD SUPER FAST PIZZA, LLC RETIREMENT INCOME SECURITY PLAN-MOD PIZZA | BELLEVUE WA | 2,349 | $12.7M | $593K |
| 3 | TITUSVILLE AREA HOSPITAL TITUSVILLE AREA HOSPITAL TSA ANNUITY PLAN |
TITUSVILLE PA |
| 177 |
| $8.7M |
| $31K |
| 4 | AKZO NOBEL INC. AKZONOBEL RETIREMENT PLAN | NASHVILLE TN | 448 | $145.2M | $11K |