Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding First Trust Low Duration Opportunities in their Schedule of Assets, totaling $80K 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 | JACOBS TECHNOLOGY INC. IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST | HAMPTON VA | 89 | $10.4M | $80K |
