MAXIMUS, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $2.23M | 0.63% | 34,750 NS | $356.35M | FIGI |
| AQR Style Premia Alternative Fund AQR Funds | — | $2.07M | 0.09% | 32,319 NS | $2.27B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $2.05M | 0.25% | 32,000 NS | $827.02M | FIGI |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $2.05M | 0.15% | 31,947 NS | $1.38B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $1.95M | 0.00% | 30,476 NS | $58.89B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $1.95M | 0.12% | 30,458 NS | $1.59B | FIGI |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $1.86M | 0.11% | 29,043 NS | $1.71B | FIGI |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | — | $1.81M | 0.20% | 28,182 NS | $916.61M | FIGI |
| Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust | — | $1.77M | 1.20% | 27,630 NS | $147.41M | FIGI |
| Variable Portfolio - Partners Small Cap Value… Columbia Funds Variable Series Trust II | — | $1.76M | 0.44% | 27,497 NS | $399.63M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.67M | 0.01% | 26,112 NS | $30.28B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $1.67M | 0.01% | 26,105 NS | $25.97B | FIGI |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | — | $1.66M | 0.24% | 25,924 NS | $704.20M | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $1.65M | 0.11% | 25,671 NS | $1.50B | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.63M | 0.11% | 25,370 NS | $1.50B | FIGI |
| Small Cap Index Fund Northern Funds | — | $1.62M | 0.12% | 25,327 NS | $1.38B | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $1.50M | 0.22% | 23,323 NS | $665.18M | FIGI |
| Royce Small-Cap Value Fund ROYCE FUND | — | $1.46M | 1.47% | 22,767 NS | $99.39M | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $1.40M | 0.01% | 21,915 NS | $24.08B | FIGI |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | — | $1.40M | 0.19% | 21,900 NS | $724.27M | FIGI |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | BTAL | $1.35M | 0.33% | 21,060 NS | $407.99M | FIGI |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | EZM | $1.34M | 0.16% | 20,843 NS | $829.25M | FIGI |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $1.32M | 0.11% | 20,563 NS | $1.22B | FIGI |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | — | $1.31M | 0.46% | 20,456 NS | $282.63M | FIGI |
| Leuthold Core Investment Fund Managed Portfolio Series | — | $1.29M | 0.24% | 20,107 NS | $533.33M | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $1.24M | 0.11% | 19,376 NS | $1.17B | FIGI |
| JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust | — | $1.23M | 0.75% | 19,200 NS | $164.68M | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $1.23M | 0.11% | 19,162 NS | $1.11B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $1.21M | 0.05% | 18,907 NS | $2.63B | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $1.19M | 0.11% | 18,512 NS | $1.13B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $1.13M | 0.06% | 17,683 NS | $1.90B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $1.10M | 0.12% | 17,237 NS | $956.61M | FIGI |
| State Street(R) SPDR(R) US Small Cap Low Vola… SPDR SERIES TRUST | SMLV | $1.09M | 0.41% | 16,995 NS | $268.97M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $1.05M | 0.11% | 16,436 NS | $962.08M | FIGI |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.03M | 0.11% | 16,126 NS | $937.53M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $923.9K | 0.01% | 14,414 NS | $17.05B | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $908.6K | 0.12% | 14,174 NS | $768.54M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $900.3K | 0.03% | 14,045 NS | $2.98B | FIGI |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | — | $843.3K | 0.13% | 13,156 NS | $668.68M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $790.4K | 0.01% | 12,331 NS | $11.74B | FIGI |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $787.8K | 0.11% | 12,290 NS | $719.76M | FIGI |
| Leuthold Select Industries ETF Managed Portfolio Series | LST | $778.6K | 0.59% | 12,147 NS | $131.63M | FIGI |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | — | $740.4K | 0.10% | 11,551 NS | $759.28M | FIGI |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | — | $723.0K | 0.04% | 11,280 NS | $2.04B | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $690.0K | 0.12% | 10,765 NS | $584.32M | FIGI |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | SEIS | $687.4K | 0.16% | 10,724 NS | $435.08M | FIGI |
| SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | — | $666.6K | 0.14% | 10,400 NS | $484.98M | FIGI |
| Touchstone Variable Series Trust-Touchstone S… Touchstone Variable Series Trust | — | $644.7K | 1.12% | 10,057 NS | $57.72M | FIGI |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | — | $644.1K | 0.11% | 10,049 NS | $613.37M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $632.7K | 0.11% | 9,871 NS | $550.95M | FIGI |