Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TCW TCW Transform 500 ETF in their Schedule of Assets, totaling $487K 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 | AUTOMATTIC INC. AUTOMATTIC INC. 401(K) PLAN | SAN FRANCISCO CA | 687 | $140.7M | $342K |
| 2 | ARCADIA POWER ARCADIA POWER 401(K) PLAN | WASHINGTON DC | 191 | $19.4M | $125K |
| 3 | FLOCK FREIGHT INC. FLOCK FREIGHT, INC. RETIREMENT TRUST | ENCINITAS |
| 236 |
| $18.6M |
| $15K |
| 4 | LOFT ORBITAL SOLUTIONS INC. LOFT ORBITAL SOLUTIONS 401(K) PLAN | SAN FRANCISCO CA | 189 | $6.3M | $4K |
