McDonald's Corporation · 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 | $7.01B | 0.35% | 22,556,128 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $5.62B | 0.40% | 18,097,662 NS | $1.42T | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $2.85B | 0.40% | 9,158,829 NS | $720.54B | FIGI |
| N/A — | — | $2.58B | 0.40% | 8,293,082 NS | $651.59B | FIGI |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | VUG | $2.37B | 0.75% | 7,628,428 NS | $317.94B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.25B | 0.40% | 4,015,388 NS | $315.46B | FIGI |
| JPMorgan Large Cap Growth Fund JPMorgan Trust II | — | $1.14B | 1.06% | 3,677,571 NS | $107.43B | FIGI |
| State Street(R) Consumer Discretionary Select… SELECT SECTOR SPDR TRUST | XLY | $963.56M | 4.49% | 3,100,373 NS | $21.45B | FIGI |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | — | $742.06M | 2.35% | 2,387,666 NS | $31.57B | FIGI |
| JPMorgan Equity Income Fund JPMorgan Trust II | — | $704.40M | 1.71% | 2,266,490 NS | $41.28B | FIGI |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPI | $575.48M | 1.31% | 1,851,670 NS | $43.96B | FIGI |
| Franklin Rising Dividends Fund Franklin Managed Trust | — | $512.80M | 1.99% | 1,650,000 NS | $25.78B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $481.36M | 0.69% | 1,548,818 NS | $69.79B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $465.37M | 0.40% | 1,497,373 NS | $117.66B | FIGI |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | — | $461.89M | 1.45% | 1,486,175 NS | $31.88B | FIGI |
| New Perspective Fund New Perspective Fund | — | $381.55M | 0.25% | 1,227,673 NS | $152.76B | FIGI |
| Franklin Income Fund Franklin Custodian Funds | — | $310.70M | 0.40% | 999,700 NS | $78.63B | FIGI |
| Investment Co of America Investment Co of America | — | $307.66M | 0.19% | 989,914 NS | $165.95B | FIGI |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | DGRW | $299.16M | 1.95% | 962,584 NS | $15.37B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $277.57M | 0.35% | 893,107 NS | $79.62B | FIGI |
| Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust | DIVO | $268.10M | 4.06% | 862,648 NS | $6.61B | FIGI |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | — | $263.99M | 1.16% | 849,410 NS | $22.66B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $259.19M | 0.40% | 833,961 NS | $64.18B | FIGI |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | SDY | $217.63M | 1.05% | 700,233 NS | $20.67B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $213.86M | 0.46% | 688,116 NS | $46.62B | FIGI |
| iShares S&P 500 Growth ETF iShares Trust | IVW | $204.65M | 0.34% | 658,494 NS | $60.92B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $202.21M | 0.39% | 650,637 NS | $51.91B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $194.17M | 0.15% | 624,750 NS | $129.17B | FIGI |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund,… | — | $190.40M | 1.33% | 612,647 NS | $14.36B | FIGI |
| VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND | MGK | $175.37M | 0.63% | 564,271 NS | $27.85B | FIGI |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, I… | — | $162.95M | 0.99% | 524,310 NS | $16.52B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $158.59M | 0.37% | 510,269 NS | $42.78B | FIGI |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | — | $151.57M | 0.76% | 487,679 NS | $20.06B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $145.94M | 0.46% | 469,569 NS | $31.78B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYG | $139.88M | 0.34% | 450,068 NS | $41.63B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $138.16M | 0.39% | 444,553 NS | $34.99B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $132.76M | 0.37% | 427,173 NS | $36.29B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $128.56M | 0.42% | 413,669 NS | $30.85B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $124.30M | 0.21% | 399,948 NS | $58.89B | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $118.32M | 0.43% | 380,697 NS | $27.78B | FIGI |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | — | $111.41M | 0.42% | 358,488 NS | $26.28B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $108.61M | 0.42% | 349,464 NS | $25.99B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $106.35M | 0.35% | 342,186 NS | $30.28B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $104.39M | 0.43% | 335,892 NS | $24.08B | FIGI |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | — | $103.42M | 0.17% | 332,768 NS | $62.55B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $100.70M | 0.39% | 323,997 NS | $25.58B | FIGI |
| iShares S&P 100 ETF iShares Trust | OEF | $97.92M | 0.55% | 315,057 NS | $17.84B | FIGI |
| JPMorgan Value Advantage Fund JPMorgan Trust I | — | $95.73M | 1.18% | 308,010 NS | $8.09B | FIGI |
| College Retirement Equities Fund - Responsibl… College Retirement Equities Fund | — | $91.31M | 0.44% | 293,815 NS | $20.53B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $86.39M | 0.33% | 277,959 NS | $26.03B | FIGI |