Hyster-Yale, Inc. · 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 | $10.96M | 0.00% | 337,103 NS | $1.99T | FIGI |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | — | $10.63M | 0.27% | 327,000 NS | $3.90B | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $9.89M | 0.01% | 304,351 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $4.14M | 0.01% | 127,224 NS | $81.50B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $3.44M | 0.03% | 105,736 NS | $12.46B | FIGI |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | FESM | $2.87M | 0.07% | 88,156 NS | $4.10B | FIGI |
| State Street(R) SPDR(R) S&P Kensho Clean Powe… SPDR SERIES TRUST | CNRG | $1.39M | 0.73% | 42,855 NS | $192.02M | FIGI |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | — | $1.14M | 0.06% | 35,000 NS | $1.82B | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $996.4K | 0.08% | 30,649 NS | $1.21B | FIGI |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | — | $910.3K | 0.08% | 28,000 NS | $1.20B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $640.5K | 0.01% | 19,701 NS | $4.82B | FIGI |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | — | $623.1K | 0.33% | 19,166 NS | $190.26M | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $553.0K | 0.07% | 17,009 NS | $823.49M | FIGI |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | — | $529.7K | 0.15% | 16,294 NS | $359.35M | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $499.6K | 0.03% | 15,367 NS | $1.80B | FIGI |
| Federated Hermes MDT Small Cap Value Fund f/k… Federated Hermes Equity Funds | — | $427.2K | 0.28% | 13,140 NS | $150.25M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $408.5K | 0.00% | 12,566 NS | $79.62B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $402.0K | 0.01% | 12,365 NS | $3.39B | FIGI |
| Gabelli Dividend & Income Trust — | — | $341.4K | 0.01% | 10,500 NS | $2.65B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $262.2K | 0.01% | 8,066 NS | $1.95B | FIGI |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | — | $244.7K | 0.12% | 7,526 NS | $207.99M | FIGI |
| The Gabelli Global Rising Income and Dividend… GAMCO Global Series Funds, Inc | — | $227.6K | 0.33% | 7,000 NS | $68.73M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $220.6K | 0.00% | 6,785 NS | $58.89B | FIGI |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | — | $213.5K | 0.07% | 6,568 NS | $293.56M | FIGI |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | — | $206.7K | 0.15% | 6,358 NS | $139.14M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $204.2K | 0.01% | 6,280 NS | $1.59B | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $199.7K | 0.02% | 6,143 NS | $908.21M | FIGI |
| Small Cap Index Fund Northern Funds | — | $198.1K | 0.01% | 6,093 NS | $1.38B | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $195.1K | 0.02% | 6,000 NS | $1.00B | FIGI |
| Acuitas Small Cap Active ETF Series Portfolios Trust | AIMS | $187.6K | 0.26% | 5,770 NS | $73.34M | FIGI |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | — | $176.3K | 0.05% | 5,422 NS | $375.87M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $171.8K | 0.00% | 5,285 NS | $9.06B | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $162.0K | 0.04% | 4,983 NS | $444.74M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $148.1K | 0.00% | 4,555 NS | $30.28B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $139.0K | 0.01% | 4,275 NS | $2.63B | FIGI |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | — | $137.5K | 0.00% | 4,231 NS | $16.50B | FIGI |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | — | $137.2K | 0.00% | 4,219 NS | $3.80B | FIGI |
| State Street(R) SPDR(R) S&P Kensho Smart Mobi… SPDR SERIES TRUST | HAIL | $128.0K | 0.74% | 3,938 NS | $17.21M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $121.5K | 0.01% | 3,736 NS | $956.61M | FIGI |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | FSML | $101.6K | 0.09% | 3,125 NS | $112.50M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $98.0K | 0.01% | 3,014 NS | $768.54M | FIGI |
| The Gabelli Asset Fund Gabelli Asset Fund | — | $97.5K | 0.01% | 3,000 NS | $1.57B | FIGI |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $96.2K | 0.01% | 2,958 NS | $672.97M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $95.1K | 0.01% | 2,926 NS | $741.60M | FIGI |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | — | $93.6K | 0.00% | 2,880 NS | $2.92B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $88.3K | 0.00% | 2,717 NS | $17.05B | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $83.9K | 0.01% | 2,582 NS | $962.08M | FIGI |
| Small Cap Core Fund Northern Funds | — | $76.6K | 0.02% | 2,355 NS | $342.11M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $76.0K | 0.01% | 2,338 NS | $550.95M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $73.6K | 0.01% | 2,264 NS | $584.32M | FIGI |