U-Haul Holding Company · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | — | $530.7K | 0.09% | 11,881 NS | $578.12M | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $477.0K | 0.03% | 10,678 NS | $1.67B | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $467.4K | 0.03% | 10,463 NS | $1.65B | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $425.3K | 0.14% | 9,522 NS | $314.56M | FIGI |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | — | $418.6K | 0.07% | 9,370 NS | $570.12M | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $418.5K | 0.23% | 9,368 NS | $185.65M | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $373.5K | 0.10% | 8,362 NS | $373.51M | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $365.7K | 0.04% | 8,186 NS | $1.02B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $341.7K | 0.00% | 7,649 NS | $9.23B | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $316.1K | 0.03% | 7,076 NS | $1.23B | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $314.7K | 0.09% | 7,045 NS | $368.49M | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $308.0K | 0.01% | 6,895 NS | $4.47B | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $290.1K | 0.03% | 6,494 NS | $876.76M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $283.3K | 0.06% | 6,343 NS | $460.74M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $238.0K | 0.03% | 5,327 NS | $722.25M | FIGI |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $225.6K | 0.04% | 5,050 NS | $636.65M | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $206.6K | 0.01% | 4,626 NS | $1.50B | FIGI |
| State Street(R) SPDR(R) Russell 1000 Low Vola… SPDR SERIES TRUST | ONEV | $191.0K | 0.04% | 4,276 NS | $522.23M | FIGI |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | JHML | $171.0K | 0.02% | 3,828 NS | $1.02B | FIGI |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $167.6K | 0.00% | 3,751 NS | $3.47B | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $164.9K | 0.01% | 3,691 NS | $1.86B | FIGI |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | — | $153.8K | 0.01% | 3,443 NS | $2.49B | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $128.9K | 0.01% | 2,885 NS | $1.08B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $113.7K | 0.00% | 2,546 NS | $25.99B | FIGI |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | — | $110.0K | 0.04% | 2,463 NS | $296.17M | FIGI |
| EQ/Large Cap Growth Managed Volatility Portfo… EQ Advisors Trust | — | $104.8K | 0.00% | 2,345 NS | $4.00B | FIGI |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $103.8K | 0.04% | 2,324 NS | $293.14M | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $94.1K | 0.00% | 2,107 NS | $5.64B | FIGI |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $92.5K | 0.01% | 2,070 NS | $901.68M | FIGI |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | — | $90.8K | 0.01% | 2,033 NS | $1.17B | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $90.8K | 0.01% | 2,032 NS | $1.29B | FIGI |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | — | $89.3K | 0.01% | 1,998 NS | $980.51M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $79.2K | 0.00% | 1,773 NS | $9.06B | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $62.5K | 0.00% | 1,400 NS | $12.51B | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $62.4K | 0.00% | 1,397 NS | $1.58B | FIGI |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | — | $62.4K | 0.01% | 1,396 NS | $613.75M | FIGI |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $55.9K | 0.01% | 1,251 NS | $1.04B | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $45.7K | 0.01% | 1,022 NS | $883.82M | FIGI |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $42.7K | 0.06% | 956 NS | $69.44M | FIGI |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | — | $41.2K | 0.02% | 922 NS | $257.37M | FIGI |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | — | $38.8K | 0.01% | 869 NS | $667.85M | FIGI |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund… | — | $37.5K | 0.04% | 840 NS | $98.63M | FIGI |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | — | $35.2K | 0.01% | 787 NS | $536.93M | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $34.0K | 0.00% | 761 NS | $2.87B | FIGI |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | — | $31.3K | 0.00% | 700 NS | $1.64B | FIGI |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $30.6K | 0.01% | 684 NS | $583.77M | FIGI |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | — | $29.5K | 0.02% | 660 NS | $144.25M | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $28.9K | 0.00% | 647 NS | $1.02B | FIGI |
| Hotchkis & Wiley SMID Cap Diversified Value F… HOTCHKIS & WILEY FUNDS/DE/ | HWSM | $24.5K | 1.00% | 549 NS | $2.46M | FIGI |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | — | $17.6K | 0.01% | 393 NS | $182.09M | FIGI |