Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding First Trust Rising Dividend Achievers ETF in their Schedule of Assets, totaling $924K 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 | T. W. GARNER FOOD COMPANY T. W. GARNER FOOD COMPANY EMPLOYEES' PENSION PLAN | WINSTON-SALEM NC | 52 | $24.9M | $795K |
| 2 | KOOPS, INC. KOOPS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HOLLAND MI | 290 | $42.8M | $129K |