Equifax, Incorporated · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $687.74M | 0.03% | 3,819,276 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $550.95M | 0.04% | 3,059,661 NS | $1.42T | FIGI |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | VO | $467.71M | 0.24% | 2,597,397 NS | $198.27B | FIGI |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | — | $426.17M | 1.74% | 2,366,700 NS | $24.44B | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $278.79M | 0.04% | 1,548,229 NS | $720.54B | FIGI |
| N/A — | — | $251.30M | 0.04% | 1,395,588 NS | $651.59B | FIGI |
| Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST | — | $236.07M | 3.12% | 1,311,000 NS | $7.57B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $200.35M | 0.09% | 1,112,632 NS | $225.69B | FIGI |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VOT | $164.73M | 0.56% | 914,784 NS | $29.25B | FIGI |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | — | $155.66M | 0.49% | 864,426 NS | $31.88B | FIGI |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | — | $138.40M | 0.61% | 768,600 NS | $22.53B | FIGI |
| VanEck Morningstar Wide Moat ETF VanEck ETF Trust | MOAT | $135.05M | 1.16% | 749,986 NS | $11.62B | FIGI |
| New Perspective Fund New Perspective Fund | — | $131.08M | 0.09% | 727,966 NS | $152.76B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $122.31M | 0.04% | 679,225 NS | $315.46B | FIGI |
| State Street(R) Industrial Select Sector SPDR… SELECT SECTOR SPDR TRUST | XLI | $121.62M | 0.43% | 675,422 NS | $28.33B | FIGI |
| Calvert Equity Fund Calvert Social Investment Fund | — | $110.85M | 2.92% | 615,581 NS | $3.79B | FIGI |
| Brown Advisory Sustainable Growth Fund Brown Advisory Funds | — | $94.15M | 2.15% | 522,854 NS | $4.38B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $83.84M | 0.17% | 465,612 NS | $48.22B | FIGI |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | — | $83.28M | 0.32% | 462,501 NS | $26.28B | FIGI |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | — | $57.53M | 2.95% | 319,475 NS | $1.95B | FIGI |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $55.47M | 0.11% | 308,063 NS | $49.59B | FIGI |
| Oakmark Equity and Income Fund HARRIS ASSOCIATES INVESTMENT TRUST | — | $54.81M | 0.94% | 304,400 NS | $5.84B | FIGI |
| Brown Advisory Global Leaders Fund Brown Advisory Funds | — | $48.81M | 2.10% | 271,044 NS | $2.32B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $45.51M | 0.04% | 252,713 NS | $117.66B | FIGI |
| Nomura Large Cap Growth Fund IVY FUNDS | — | $44.91M | 0.77% | 249,379 NS | $5.84B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $41.57M | 0.06% | 230,880 NS | $69.79B | FIGI |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | — | $38.82M | 2.71% | 215,571 NS | $1.43B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $37.41M | 0.08% | 207,743 NS | $46.62B | FIGI |
| AQR Long-Short Equity Fund AQR Funds | — | $32.14M | 0.40% | 178,507 NS | $8.07B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $27.82M | 0.03% | 154,511 NS | $79.62B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $26.09M | 0.18% | 144,881 NS | $14.16B | FIGI |
| iShares Russell Mid-Cap Growth ETF iShares Trust | IWP | $25.57M | 0.14% | 141,979 NS | $18.66B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $25.53M | 0.08% | 141,775 NS | $31.78B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $25.42M | 0.04% | 141,192 NS | $64.18B | FIGI |
| MFS Value Portfolio Brighthouse Funds Trust II | — | $25.41M | 1.01% | 141,117 NS | $2.52B | FIGI |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | — | $24.65M | 0.61% | 136,900 NS | $4.01B | FIGI |
| T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | TCAF | $22.79M | 0.37% | 126,583 NS | $6.22B | FIGI |
| Eaton Vance Atlanta Capital Focused Growth Fu… Eaton Vance Growth Trust | — | $21.92M | 3.39% | 121,726 NS | $646.59M | FIGI |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $21.75M | 1.01% | 120,799 NS | $2.14B | FIGI |
| Large Cap Equity Fund Weitz Funds | — | $21.61M | 3.46% | 120,000 NS | $624.77M | FIGI |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | — | $21.21M | 0.09% | 117,800 NS | $24.80B | FIGI |
| Oakmark U.S. Large Cap ETF Harris Oakmark ETF Trust | OAKM | $20.93M | 1.97% | 116,250 NS | $1.06B | FIGI |
| JNL/T. Rowe Price Value Fund JNL Series Trust | — | $20.31M | 0.49% | 112,802 NS | $4.10B | FIGI |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | — | $19.80M | 1.01% | 109,973 NS | $1.97B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $19.49M | 0.04% | 108,232 NS | $51.91B | FIGI |
| Natixis Oakmark Fund Natixis Funds Trust II | — | $18.57M | 1.72% | 103,111 NS | $1.08B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $18.25M | 0.08% | 101,370 NS | $24.08B | FIGI |
| Central Securities Corporation — | — | $18.01M | 1.03% | 100,000 NS | $1.74B | FIGI |
| T. Rowe Price Institutional Mid-Cap Equity Gr… T. Rowe Price Equity Funds, Inc. | — | $16.76M | 0.61% | 93,100 NS | $2.75B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $15.66M | 0.04% | 86,969 NS | $42.78B | FIGI |