Hewlett Packard Enterprise Company · 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 | $1.00B | 0.05% | 42,204,918 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $804.04M | 0.06% | 33,769,191 NS | $1.42T | FIGI |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | VO | $683.28M | 0.34% | 28,697,289 NS | $198.27B | FIGI |
| JPMorgan Equity Income Fund JPMorgan Trust II | — | $550.81M | 1.33% | 23,133,448 NS | $41.28B | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $406.92M | 0.06% | 17,090,280 NS | $720.54B | FIGI |
| N/A — | — | $367.22M | 0.06% | 15,422,773 NS | $651.59B | FIGI |
| American Balanced Fund American Balanced Fund | — | $362.67M | 0.14% | 15,232,003 NS | $263.86B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $292.69M | 0.13% | 12,292,790 NS | $225.69B | FIGI |
| New Perspective Fund New Perspective Fund | — | $266.00M | 0.17% | 11,171,700 NS | $152.76B | FIGI |
| State Street(R) Technology Select Sector SPDR… SELECT SECTOR SPDR TRUST | XLK | $237.27M | 0.28% | 9,965,172 NS | $84.20B | FIGI |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | — | $206.97M | 0.29% | 8,692,612 NS | $72.40B | FIGI |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VOE | $205.67M | 0.59% | 8,638,029 NS | $34.68B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $178.30M | 0.06% | 7,488,268 NS | $315.46B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $121.24M | 0.25% | 5,091,779 NS | $48.22B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $119.83M | 0.46% | 5,032,879 NS | $25.99B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $119.05M | 0.08% | 5,000,000 NS | $153.97B | FIGI |
| JPMorgan Value Advantage Fund JPMorgan Trust I | — | $100.70M | 1.24% | 4,229,246 NS | $8.09B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $72.76M | 0.10% | 3,055,800 NS | $69.79B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $66.49M | 0.06% | 2,792,372 NS | $117.66B | FIGI |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | — | $64.83M | 1.31% | 2,722,714 NS | $4.95B | FIGI |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | — | $58.54M | 0.43% | 2,458,600 NS | $13.54B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $54.59M | 0.12% | 2,292,777 NS | $46.62B | FIGI |
| College Retirement Equities Fund - Responsibl… College Retirement Equities Fund | — | $52.90M | 0.26% | 2,221,629 NS | $20.53B | FIGI |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | — | $52.52M | 0.21% | 2,205,650 NS | $24.62B | FIGI |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | — | $48.83M | 0.19% | 2,050,962 NS | $26.33B | FIGI |
| First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II | SKYY | $48.30M | 2.06% | 2,028,533 NS | $2.35B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $45.72M | 0.32% | 1,920,313 NS | $14.16B | FIGI |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | JAVA | $40.51M | 0.68% | 1,701,412 NS | $5.97B | FIGI |
| First Trust NASDAQ Technology Dividend Index … First Trust Exchange-Traded Fund VI | TDIV | $40.26M | 1.14% | 1,691,052 NS | $3.54B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $39.97M | 0.05% | 1,678,517 NS | $79.62B | FIGI |
| Defiance Quantum ETF ETF Series Solutions | QTUM | $39.66M | 1.22% | 1,665,647 NS | $3.25B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $37.25M | 0.12% | 1,564,571 NS | $31.78B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $37.14M | 0.06% | 1,559,926 NS | $64.18B | FIGI |
| AQR Long-Short Equity Fund AQR Funds | — | $36.27M | 0.45% | 1,523,277 NS | $8.07B | FIGI |
| BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. | — | $33.55M | 1.85% | 1,409,088 NS | $1.81B | FIGI |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | — | $31.63M | 0.42% | 1,328,376 NS | $7.60B | FIGI |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | — | $30.65M | 0.30% | 1,287,180 NS | $10.12B | FIGI |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | — | $29.60M | 0.62% | 1,243,288 NS | $4.74B | FIGI |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $29.40M | 0.06% | 1,234,850 NS | $49.59B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $28.95M | 0.06% | 1,215,797 NS | $51.91B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $26.65M | 0.11% | 1,119,191 NS | $24.08B | FIGI |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | SEIV | $26.27M | 2.24% | 1,103,335 NS | $1.17B | FIGI |
| Global Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $24.47M | 0.28% | 1,027,837 NS | $8.65B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $22.64M | 0.05% | 950,864 NS | $42.78B | FIGI |
| Global Shareholder Yield Fund John Hancock Funds III | — | $22.62M | 1.71% | 949,936 NS | $1.32B | FIGI |
| BlackRock Enhanced Equity Dividend Trust — | — | $20.47M | 1.24% | 859,813 NS | $1.66B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $19.76M | 0.06% | 829,865 NS | $34.99B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $19.09M | 0.05% | 801,685 NS | $36.29B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $17.81M | 0.03% | 747,924 NS | $58.89B | FIGI |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | FMDE | $17.51M | 0.30% | 735,254 NS | $5.88B | FIGI |