Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding First Trust SMID Cap Rising Dividend Achievers ETF in their Schedule of Assets, totaling $2.0M 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 | $651K |
| 2 | HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN | HONOLULU HI | 1,543 | $361.9M | $463K |
| 3 | BOARD OF TRUSTEES OF HAWAII LONGSHORE PENSION PLAN |
HONOLULU HI |
| 842 |
| $430.0M |
| $429K |
| 4 | AMERICAN GUILD OF VARIETY ARTISTS WELFARE TRUST FUND AMERICAN GUILD OF VARIETY ARTISTS WELFARE TRUST FU | NEW YORK NY | 232 | $14.0M | $287K |
| 5 | BOARD OF TRUSTEES, HAWAII HEALTH & WELFARE TRUST FUND HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 2,073 | $70.9M | $217K |
