Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding First Trust Low Duration Opportunities ETF in their Schedule of Assets, totaling $1.1M 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 | HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU HI | 2,222 | $450.5M | $940K |
| 2 | DIEMOLDING CORPORATION PENSION PLAN FOR EMPLOYEES OF DIEMOLDING CORPORATION | WAMPSVILLE NY | 40 | $7.5M | $76K |
| 3 | MAIN STREET BANK CORP. MAIN STREET BANK COMBINED 401(K) PLAN |
WOOSTER OH |
| 164 |
| $8.8M |
| $65K |