Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investments Engine No. 1 Transform 500 ETF Exchange-Traded Fund $ in their Schedule of Assets, totaling $21K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UPDATER INC. UPDATER INC. 401(K) PLAN | BEAVERTON OR | 166 | $13.5M | $21K |
