Stepan Co. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $278.1K | 0.04% | 5,564 NS | $768.54M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $220.0K | 0.04% | 4,402 NS | $584.32M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $202.7K | 0.03% | 4,055 NS | $741.60M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $198.4K | 0.04% | 3,969 NS | $550.95M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $174.9K | 0.02% | 3,500 NS | $1.00B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $170.2K | 0.00% | 3,406 NS | $11.74B | FIGI |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | — | $167.3K | 0.01% | 3,348 NS | $2.04B | FIGI |
| Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | — | $166.2K | 0.35% | 3,325 NS | $47.67M | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $160.9K | 0.04% | 3,219 NS | $436.75M | FIGI |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | RUSC | $155.1K | 0.31% | 3,104 NS | $49.37M | FIGI |
| Small Cap Core Fund Northern Funds | — | $155.0K | 0.05% | 3,101 NS | $342.11M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $150.1K | 0.04% | 3,003 NS | $419.22M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $145.1K | 0.01% | 2,903 NS | $1.86B | FIGI |
| Pinnacle Value Fund BERTOLET CAPITAL TRUST | — | $136.1K | 0.38% | 2,723 NS | $36.25M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $134.6K | 0.04% | 2,694 NS | $358.38M | FIGI |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $133.2K | 0.63% | 2,665 NS | $21.24M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $128.7K | 0.04% | 2,576 NS | $354.45M | FIGI |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | — | $122.9K | 0.07% | 2,459 NS | $177.48M | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $120.9K | 0.04% | 2,418 NS | $314.56M | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $118.4K | 0.04% | 2,369 NS | $332.36M | FIGI |
| S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | — | $100.1K | 0.98% | 2,002 NS | $10.23M | FIGI |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | — | $99.4K | 0.06% | 1,989 NS | $168.08M | FIGI |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | XJR | $98.1K | 0.08% | 1,963 NS | $121.90M | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $97.5K | 0.05% | 1,951 NS | $185.65M | FIGI |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | — | $95.0K | 0.13% | 1,901 NS | $72.64M | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $93.9K | 0.03% | 1,879 NS | $368.49M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $90.0K | 0.04% | 1,801 NS | $253.61M | FIGI |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $88.2K | 0.07% | 1,765 NS | $126.20M | FIGI |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | — | $87.4K | 0.05% | 1,748 NS | $192.40M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $84.9K | 0.01% | 1,698 NS | $1.65B | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $82.1K | 0.04% | 1,643 NS | $225.03M | FIGI |
| Goldman Sachs Variable Insurance Trust Small … Goldman Sachs Variable Insurance Trust | — | $80.8K | 0.04% | 1,616 NS | $185.65M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $75.9K | 0.00% | 1,519 NS | $5.26B | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $72.0K | 0.02% | 1,441 NS | $460.74M | FIGI |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $70.8K | 0.04% | 1,417 NS | $188.37M | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $70.6K | 0.00% | 1,413 NS | $5.64B | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $63.6K | 0.01% | 1,272 NS | $1.23B | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $61.3K | 0.01% | 1,226 NS | $876.76M | FIGI |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION POR… Thrivent Series Fund, Inc. | — | $60.8K | 0.00% | 1,217 NS | $7.86B | FIGI |
| S&P SmallCap 600 Pure Value Fund Rydex Series Funds | — | $53.2K | 0.97% | 1,064 NS | $5.51M | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Value Til… SPDR SERIES TRUST | VLU | $52.6K | 0.01% | 1,052 NS | $621.35M | FIGI |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $50.3K | 0.00% | 1,007 NS | $8.32B | FIGI |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | — | $48.0K | 0.02% | 960 NS | $260.28M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $37.2K | 0.01% | 744 NS | $722.25M | FIGI |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | — | $34.2K | 0.11% | 684 NS | $30.07M | FIGI |
| EQ/Franklin Small Cap Value Managed Volatilit… EQ Advisors Trust | — | $30.7K | 0.01% | 614 NS | $241.02M | FIGI |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | — | $30.0K | 0.02% | 600 NS | $128.27M | FIGI |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | — | $28.8K | 0.04% | 576 NS | $79.21M | FIGI |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | — | $28.3K | 0.01% | 566 NS | $190.26M | FIGI |
| PROFUND VP SMALLCAP VALUE ProFunds | — | $27.0K | 0.14% | 541 NS | $19.55M | FIGI |