Loar Holdings Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $343.7K | 0.01% | 6,000 NS | $5.55B | FIGI |
| LVIP Blended Large Cap Growth Managed Volatil… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $297.0K | 0.02% | 5,185 NS | $1.48B | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $270.8K | 0.03% | 4,726 NS | $1.00B | FIGI |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | — | $252.8K | 0.19% | 4,413 NS | $133.35M | FIGI |
| Wasatch Global Select Fund WASATCH FUNDS TRUST | — | $239.9K | 2.09% | 4,187 NS | $11.46M | FIGI |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | — | $218.8K | 0.00% | 3,819 NS | $13.38B | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $201.5K | 0.05% | 3,518 NS | $373.51M | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $197.8K | 0.02% | 3,452 NS | $1.02B | FIGI |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | — | $197.4K | 0.01% | 3,446 NS | $2.49B | FIGI |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | — | $190.4K | 0.09% | 3,324 NS | $202.01M | FIGI |
| JPMorgan Diversified Fund JPMorgan Trust I | — | $186.9K | 0.04% | 3,262 NS | $477.77M | FIGI |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | — | $170.0K | 0.00% | 2,967 NS | $8.24B | FIGI |
| EQ/Large Cap Growth Managed Volatility Portfo… EQ Advisors Trust | — | $169.4K | 0.00% | 2,957 NS | $4.00B | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $144.1K | 0.00% | 2,516 NS | $11.33B | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $134.3K | 0.03% | 2,344 NS | $460.74M | FIGI |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | — | $131.1K | 0.02% | 2,289 NS | $570.12M | FIGI |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | — | $126.1K | 0.06% | 2,201 NS | $216.25M | FIGI |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $122.0K | 0.02% | 2,129 NS | $636.65M | FIGI |
| Calvert U.S. Large Cap Growth Responsible Ind… Calvert Responsible Index Series, Inc. | — | $119.1K | 0.01% | 2,079 NS | $908.30M | FIGI |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | — | $102.8K | 0.07% | 1,795 NS | $144.25M | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $100.9K | 0.00% | 1,762 NS | $4.47B | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $89.3K | 0.01% | 1,558 NS | $1.65B | FIGI |
| RiverPark/Next Century Growth Fund RiverPark Funds Trust | — | $89.3K | 1.06% | 1,558 NS | $8.38M | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $84.6K | 0.01% | 1,476 NS | $1.08B | FIGI |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $84.2K | 0.01% | 1,469 NS | $1.04B | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $83.4K | 0.01% | 1,455 NS | $1.23B | FIGI |
| New Covenant Growth Fund NEW COVENANT FUNDS | — | $81.0K | 0.02% | 1,413 NS | $518.52M | FIGI |
| Calvert U.S. Mid Cap Core Responsible Index F… Calvert Responsible Index Series, Inc. | — | $78.5K | 0.02% | 1,370 NS | $425.33M | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $77.3K | 0.00% | 1,350 NS | $26.03B | FIGI |
| Large-Cap Growth Portfolio PACIFIC SELECT FUND | — | $71.3K | 0.01% | 1,245 NS | $1.22B | FIGI |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | — | $63.0K | 0.00% | 1,100 NS | $1.64B | FIGI |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $56.1K | 0.02% | 980 NS | $293.14M | FIGI |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $54.8K | 0.08% | 956 NS | $69.44M | FIGI |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | — | $54.6K | 0.02% | 953 NS | $296.17M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $51.7K | 0.01% | 903 NS | $722.25M | FIGI |
| Themes Transatlantic Defense ETF Themes ETF Trust | NATO | $50.6K | 0.05% | 884 NS | $101.85M | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $48.8K | 0.00% | 851 NS | $1.58B | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $47.9K | 0.00% | 836 NS | $1.29B | FIGI |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | — | $42.1K | 0.00% | 735 NS | $1.17B | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $39.1K | 0.00% | 682 NS | $1.67B | FIGI |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | — | $38.0K | 0.01% | 664 NS | $536.93M | FIGI |
| Calvert US Large-Cap Core Responsible Index E… Morgan Stanley ETF Trust | CVLC | $35.5K | 0.01% | 619 NS | $695.91M | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $31.5K | 0.00% | 549 NS | $883.82M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $26.1K | 0.00% | 456 NS | $876.76M | FIGI |
| Growth Equity Index Fund GuideStone Funds | — | $23.5K | 0.00% | 411 NS | $688.40M | FIGI |
| WisdomTree Global Defense Fund WisdomTree Trust | WDGF | $23.0K | 0.24% | 402 NS | $9.72M | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $22.1K | 0.00% | 386 NS | $5.64B | FIGI |
| State Street(R) SPDR(R) Portfolio MSCI Global… SPDR INDEX SHARES FUNDS | SPGM | $20.5K | 0.00% | 357 NS | $1.42B | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $18.7K | 0.00% | 327 NS | $2.87B | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $18.5K | 0.00% | 323 NS | $1.50B | FIGI |