KKR & Co. 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 | $1.96B | 0.10% | 21,236,824 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $1.61B | 0.11% | 17,443,748 NS | $1.42T | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $816.58M | 0.11% | 8,827,851 NS | $720.54B | FIGI |
| N/A — | — | $742.09M | 0.11% | 8,022,642 NS | $651.59B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $703.44M | 0.46% | 7,604,746 NS | $153.97B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $572.12M | 0.25% | 6,185,071 NS | $225.69B | FIGI |
| State Street(R) Financial Select Sector SPDR(… SELECT SECTOR SPDR TRUST | XLF | $430.16M | 0.90% | 4,650,365 NS | $47.79B | FIGI |
| New Perspective Fund New Perspective Fund | — | $359.81M | 0.24% | 3,889,888 NS | $152.76B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $357.99M | 0.11% | 3,870,182 NS | $315.46B | FIGI |
| Investment Co of America Investment Co of America | — | $274.56M | 0.17% | 2,968,229 NS | $165.95B | FIGI |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | — | $184.16M | 0.74% | 1,990,951 NS | $24.80B | FIGI |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $156.53M | 0.32% | 1,692,195 NS | $49.59B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $133.54M | 0.11% | 1,443,651 NS | $117.66B | FIGI |
| American Balanced Fund American Balanced Fund | — | $132.41M | 0.05% | 1,431,414 NS | $263.86B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $108.10M | 0.15% | 1,168,667 NS | $69.79B | FIGI |
| Brown Advisory Sustainable Growth Fund Brown Advisory Funds | — | $106.18M | 2.42% | 1,147,856 NS | $4.38B | FIGI |
| Franklin Rising Dividends Fund Franklin Managed Trust | — | $99.90M | 0.39% | 1,080,000 NS | $25.78B | FIGI |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | — | $95.98M | 0.47% | 1,037,600 NS | $20.34B | FIGI |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | — | $89.70M | 0.54% | 969,700 NS | $16.50B | FIGI |
| Fundamental All Cap Core Trust John Hancock Variable Insurance Trust | — | $83.54M | 3.64% | 903,169 NS | $2.30B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $79.66M | 0.10% | 861,190 NS | $79.62B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $72.60M | 0.11% | 784,888 NS | $64.18B | FIGI |
| iShares S&P 500 Growth ETF iShares Trust | IVW | $72.05M | 0.12% | 778,951 NS | $60.92B | FIGI |
| Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund | — | $70.46M | 1.18% | 761,700 NS | $5.97B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $63.06M | 0.06% | 681,677 NS | $111.77B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $58.00M | 0.11% | 627,054 NS | $51.91B | FIGI |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | — | $56.98M | 3.14% | 616,000 NS | $1.82B | FIGI |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | — | $55.31M | 0.24% | 598,000 NS | $22.66B | FIGI |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | — | $52.21M | 0.46% | 564,481 NS | $11.40B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $50.43M | 0.11% | 545,180 NS | $46.62B | FIGI |
| Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III | BAFE | $50.26M | 3.41% | 543,326 NS | $1.47B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYG | $49.25M | 0.12% | 532,402 NS | $41.63B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $48.85M | 0.04% | 528,128 NS | $129.17B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $44.84M | 0.10% | 484,785 NS | $42.78B | FIGI |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | — | $41.21M | 0.72% | 445,485 NS | $5.70B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $39.90M | 0.11% | 431,364 NS | $34.99B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $37.49M | 0.10% | 405,245 NS | $36.29B | FIGI |
| CTIVP - Principal Large Cap Growth Fund Columbia Funds Variable Series Trust II | — | $35.83M | 2.09% | 387,369 NS | $1.72B | FIGI |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | — | $35.18M | 0.59% | 380,314 NS | $6.00B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $34.81M | 0.06% | 376,299 NS | $58.89B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $34.33M | 0.11% | 371,169 NS | $31.78B | FIGI |
| Transamerica WMC US Growth VP TRANSAMERICA SERIES TRUST | — | $32.04M | 0.59% | 346,430 NS | $5.46B | FIGI |
| Brown Advisory Flexible Equity Fund Brown Advisory Funds | — | $32.03M | 3.57% | 346,288 NS | $898.42M | FIGI |
| AQR Long-Short Equity Fund AQR Funds | — | $31.28M | 0.39% | 338,191 NS | $8.07B | FIGI |
| MFS Value Portfolio Brighthouse Funds Trust II | — | $30.94M | 1.23% | 334,443 NS | $2.52B | FIGI |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | — | $30.66M | 0.90% | 331,438 NS | $3.39B | FIGI |
| SA Wellington Capital Appreciation Portfolio SUNAMERICA SERIES TRUST | — | $30.40M | 1.41% | 328,666 NS | $2.16B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $29.89M | 0.10% | 323,156 NS | $30.28B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $29.72M | 0.12% | 321,338 NS | $25.58B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $29.15M | 0.11% | 315,154 NS | $25.97B | FIGI |