FTI Consulting, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $3.04M | 0.01% | 17,221 NS | $58.89B | FIGI |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | — | $2.95M | 0.28% | 16,664 NS | $1.06B | FIGI |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | — | $2.84M | 0.14% | 16,086 NS | $2.00B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $2.73M | 0.01% | 15,447 NS | $24.08B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $2.62M | 0.01% | 14,807 NS | $30.28B | FIGI |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | — | $2.50M | 0.33% | 14,156 NS | $758.35M | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $2.49M | 0.17% | 14,078 NS | $1.50B | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $2.47M | 0.16% | 13,991 NS | $1.50B | FIGI |
| Mid Value Trust John Hancock Variable Insurance Trust | — | $2.39M | 0.37% | 13,506 NS | $637.63M | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $2.25M | 0.00% | 12,724 NS | $129.17B | FIGI |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $2.02M | 0.17% | 11,409 NS | $1.22B | FIGI |
| iShares Russell 2500 ETF iShares Trust | SMMD | $2.00M | 0.08% | 11,328 NS | $2.59B | FIGI |
| JNL/AQR Large Cap Defensive Style Fund JNL Series Trust | — | $1.98M | 0.49% | 11,176 NS | $404.45M | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $1.90M | 0.16% | 10,750 NS | $1.17B | FIGI |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $1.89M | 0.51% | 10,705 NS | $373.21M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $1.86M | 0.07% | 10,508 NS | $2.63B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $1.83M | 0.01% | 10,346 NS | $25.97B | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $1.82M | 0.16% | 10,285 NS | $1.11B | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $1.82M | 0.16% | 10,271 NS | $1.13B | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $1.81M | 0.10% | 10,253 NS | $1.86B | FIGI |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund… | — | $1.78M | 0.65% | 10,055 NS | $272.16M | FIGI |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | — | $1.76M | 0.28% | 9,929 NS | $631.75M | FIGI |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | BTAL | $1.65M | 0.41% | 9,360 NS | $407.99M | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $1.62M | 0.24% | 9,158 NS | $665.18M | FIGI |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.56M | 0.17% | 8,837 NS | $937.53M | FIGI |
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | — | $1.53M | 3.39% | 8,658 NS | $45.13M | FIGI |
| Virtus KAR Global Small-Cap Fund Virtus Investment Trust | — | $1.48M | 4.33% | 8,385 NS | $34.20M | FIGI |
| LVIP JPMorgan Select Mid Cap Value Managed Vo… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.45M | 0.30% | 8,195 NS | $476.92M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $1.44M | 0.01% | 8,150 NS | $17.05B | FIGI |
| LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.35M | 0.46% | 7,617 NS | $291.01M | FIGI |
| Small Cap Core Portfolio Bernstein Fund Inc | — | $1.35M | 0.19% | 7,610 NS | $713.80M | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $1.32M | 0.01% | 7,480 NS | $11.33B | FIGI |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | EZM | $1.31M | 0.16% | 7,432 NS | $829.25M | FIGI |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | — | $1.27M | 1.62% | 7,168 NS | $78.28M | FIGI |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | — | $1.23M | 0.54% | 6,974 NS | $228.12M | FIGI |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $1.21M | 0.17% | 6,819 NS | $719.76M | FIGI |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.15M | 0.20% | 6,503 NS | $581.90M | FIGI |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $1.13M | 0.17% | 6,375 NS | $672.97M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $1.12M | 0.01% | 6,336 NS | $11.74B | FIGI |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | — | $1.10M | 0.15% | 6,243 NS | $759.28M | FIGI |
| State Street(R) SPDR(R) Russell 1000 Low Vola… SPDR SERIES TRUST | ONEV | $1.06M | 0.20% | 6,022 NS | $522.23M | FIGI |
| AQR Managed Futures Strategy HV Fund AQR Funds | — | $1.02M | 0.08% | 5,785 NS | $1.25B | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $1.00M | 0.14% | 5,678 NS | $741.60M | FIGI |
| DIAMOND HILL MID CAP FUND Diamond Hill Funds | — | $1.00M | 1.40% | 5,678 NS | $71.61M | FIGI |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | — | $985.3K | 0.16% | 5,574 NS | $613.37M | FIGI |
| Timothy Plan US Small Cap Core ETF Timothy Plan | TPSC | $967.6K | 0.32% | 5,474 NS | $301.39M | FIGI |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | — | $965.2K | 0.05% | 5,460 NS | $2.04B | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $904.7K | 0.05% | 5,118 NS | $1.67B | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $884.0K | 0.03% | 5,001 NS | $3.03B | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $849.0K | 0.08% | 4,803 NS | $1.00B | FIGI |