Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding First Trust Capital Strength ETF Exchange Traded Fund in their Schedule of Assets, totaling $313K 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 | MOVEMENT FOR LIFE, INC. MOVEMENT FOR LIFE 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 194 | $15.3M | $281K |
| 2 | FIRST RATE EXCAVATE, INC. FIRST RATE EXCAVATE INC. EMPLOYEE STOCK OWNERSHIP PLAN | SIOUX FALLS SD | 92 | $6.9M | $32K |
