Medtronic plc · 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 | $3.53B | 0.18% | 40,759,911 NS | $1.99T | TICKER |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $2.82B | 0.20% | 32,578,126 NS | $1.42T | TICKER |
| iShares Core S&P 500 ETF iShares Trust | IVV | $1.43B | 0.20% | 16,488,814 NS | $720.54B | TICKER |
| N/A — | — | $1.29B | 0.20% | 14,921,818 NS | $651.59B | TICKER |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $1.03B | 0.46% | 11,874,853 NS | $225.69B | TICKER |
| State Street(R) Health Care Select Sector SPD… SELECT SECTOR SPDR TRUST | XLV | $808.39M | 2.09% | 9,329,338 NS | $38.60B | TICKER |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $626.35M | 0.20% | 7,228,510 NS | $315.46B | TICKER |
| Dodge & Cox Stock Fund Dodge & Cox Funds | — | $497.71M | 0.43% | 5,743,900 NS | $114.75B | TICKER |
| Investment Co of America Investment Co of America | — | $494.32M | 0.30% | 5,704,840 NS | $165.95B | TICKER |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPI | $430.39M | 0.98% | 4,966,945 NS | $43.96B | TICKER |
| American Balanced Fund American Balanced Fund | — | $418.46M | 0.16% | 4,829,360 NS | $263.86B | TICKER |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | — | $383.59M | 1.22% | 4,426,918 NS | $31.57B | TICKER |
| WCM Focused International Growth Fund INVESTMENT MANAGERS SERIES TRUST | — | $377.32M | 1.92% | 4,354,530 NS | $19.64B | TICKER |
| JPMorgan Equity Income Fund JPMorgan Trust II | — | $352.14M | 0.85% | 4,063,938 NS | $41.28B | TICKER |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $255.19M | 0.37% | 2,945,012 NS | $69.79B | TICKER |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $248.01M | 0.95% | 2,862,172 NS | $25.99B | TICKER |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $233.55M | 0.20% | 2,695,313 NS | $117.66B | TICKER |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | SDY | $224.61M | 1.09% | 2,592,148 NS | $20.67B | TICKER |
| Franklin Income Fund Franklin Custodian Funds | — | $216.63M | 0.28% | 2,500,000 NS | $78.63B | TICKER |
| iShares S&P 500 Value ETF iShares Trust | IVE | $191.67M | 0.41% | 2,212,037 NS | $46.62B | TICKER |
| Franklin Mutual Global Discovery Fund Franklin Mutual Series Funds | — | $160.87M | 1.79% | 1,856,578 NS | $8.98B | TICKER |
| Thornburg Investment Income Builder Fund THORNBURG INVESTMENT TRUST | — | $158.54M | 0.75% | 1,829,695 NS | $21.10B | TICKER |
| iShares U.S. Medical Devices ETF iShares Trust | IHI | $146.69M | 4.62% | 1,692,856 NS | $3.17B | TICKER |
| Equity Income Fund American Century Capital Portfolios, Inc. | — | $141.83M | 2.25% | 1,636,811 NS | $6.30B | TICKER |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $139.59M | 0.18% | 1,610,982 NS | $79.62B | TICKER |
| MFS Total Return Fund MFS Series Trust V | — | $138.39M | 1.85% | 1,597,130 NS | $7.47B | TICKER |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $130.80M | 0.41% | 1,509,489 NS | $31.78B | TICKER |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $130.60M | 0.20% | 1,507,188 NS | $64.18B | TICKER |
| Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust | DIVO | $120.09M | 1.82% | 1,385,928 NS | $6.61B | TICKER |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | — | $120.01M | 0.74% | 1,385,000 NS | $16.17B | TICKER |
| Franklin Mutual Shares Fund Franklin Mutual Series Funds | — | $105.56M | 1.58% | 1,218,190 NS | $6.69B | TICKER |
| Bridge Builder International Equity Fund Bridge Builder Trust | — | $105.42M | 0.45% | 1,216,675 NS | $23.51B | TICKER |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $100.99M | 0.19% | 1,165,491 NS | $51.91B | TICKER |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | — | $100.56M | 0.50% | 1,160,567 NS | $20.06B | TICKER |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | — | $95.35M | 0.36% | 1,100,458 NS | $26.28B | TICKER |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $93.56M | 0.39% | 1,079,775 NS | $24.08B | TICKER |
| Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | — | $88.96M | 1.41% | 1,026,661 NS | $6.31B | TICKER |
| iShares Russell 1000 ETF iShares Trust | IWB | $79.36M | 0.19% | 915,825 NS | $42.78B | TICKER |
| Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND | — | $78.04M | 1.02% | 900,609 NS | $7.62B | TICKER |
| JPMorgan Value Advantage Fund JPMorgan Trust I | — | $69.86M | 0.86% | 806,257 NS | $8.09B | TICKER |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | — | $69.74M | 2.51% | 804,875 NS | $2.78B | TICKER |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $69.58M | 0.20% | 802,979 NS | $34.99B | TICKER |
| Touchstone Strategic Trust-Touchstone Large C… Touchstone Strategic Trust | — | $67.20M | 2.06% | 775,587 NS | $3.26B | TICKER |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $66.78M | 0.18% | 770,729 NS | $36.29B | TICKER |
| MFS Research Fund MFS Series Trust V | — | $65.24M | 0.89% | 752,912 NS | $7.33B | TICKER |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $62.62M | 0.11% | 722,725 NS | $58.89B | TICKER |
| Franklin Mutual Beacon Fund Franklin Mutual Series Funds | — | $58.40M | 1.73% | 673,976 NS | $3.38B | TICKER |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | — | $55.38M | 0.99% | 639,179 NS | $5.57B | TICKER |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | — | $54.76M | 1.00% | 631,925 NS | $5.49B | TICKER |
| Dodge & Cox Balanced Fund Dodge & Cox Funds | — | $54.04M | 0.37% | 623,700 NS | $14.63B | TICKER |