Morningstar, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | — | $185.86M | 1.89% | 1,099,446 NS | $9.84B | FIGI |
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $128.49M | 0.12% | 760,099 NS | $106.05B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $117.06M | 0.01% | 692,439 NS | $1.99T | FIGI |
| BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON… | — | $90.44M | 3.46% | 535,000 NS | $2.61B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $84.86M | 0.05% | 501,995 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $47.44M | 0.12% | 280,653 NS | $38.69B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $43.30M | 0.05% | 256,151 NS | $81.50B | FIGI |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | — | $34.99M | 1.23% | 206,977 NS | $2.85B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $29.25M | 0.12% | 173,048 NS | $24.22B | FIGI |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | — | $23.18M | 0.50% | 137,101 NS | $4.65B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $18.98M | 0.12% | 112,274 NS | $15.63B | FIGI |
| iShares Russell Mid-Cap Growth ETF iShares Trust | IWP | $16.43M | 0.09% | 97,218 NS | $18.66B | FIGI |
| Optimum Large Cap Growth Fund Optimum Fund Trust | — | $15.43M | 0.91% | 91,290 NS | $1.69B | FIGI |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | — | $14.54M | 1.76% | 85,983 NS | $825.60M | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $13.77M | 0.03% | 81,453 NS | $48.22B | FIGI |
| Royce Premier Fund ROYCE FUND | — | $11.99M | 1.20% | 70,944 NS | $1.00B | FIGI |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | FMDE | $11.63M | 0.20% | 68,817 NS | $5.88B | FIGI |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | IJK | $11.56M | 0.12% | 68,360 NS | $9.91B | FIGI |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | — | $10.35M | 0.31% | 61,240 NS | $3.39B | FIGI |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | IJJ | $10.06M | 0.13% | 59,493 NS | $7.98B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $9.88M | 0.01% | 58,470 NS | $111.77B | FIGI |
| State Street(R) SPDR(R) S&P(R) Capital Market… SPDR SERIES TRUST | KCE | $6.26M | 1.50% | 37,039 NS | $416.16M | FIGI |
| iShares U.S. Broker-Dealers & Securities Exch… iShares Trust | IAI | $6.24M | 0.41% | 36,931 NS | $1.54B | FIGI |
| Royce Small-Cap Fund ROYCE FUND | — | $6.12M | 0.34% | 36,206 NS | $1.82B | FIGI |
| NYLIM VP Schroders Mid Cap Opportunities Port… NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $5.78M | 0.90% | 34,166 NS | $641.21M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $5.37M | 0.01% | 31,782 NS | $79.62B | FIGI |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | DON | $4.66M | 0.13% | 27,547 NS | $3.72B | FIGI |
| Muirfield Fund Meeder Funds | — | $4.50M | 0.40% | 26,620 NS | $1.12B | FIGI |
| JNL Mid Cap Index Fund JNL Series Trust | — | $3.96M | 0.12% | 23,435 NS | $3.26B | FIGI |
| ROYCE SMALL-CAP TRUST, INC. — | — | $3.19M | 0.14% | 18,889 NS | $2.23B | FIGI |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | — | $3.19M | 1.12% | 18,887 NS | $285.96M | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $3.18M | 0.12% | 18,819 NS | $2.64B | FIGI |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | — | $3.13M | 0.30% | 18,541 NS | $1.06B | FIGI |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | — | $3.06M | 1.16% | 18,076 NS | $262.48M | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $3.03M | 0.13% | 17,936 NS | $2.41B | FIGI |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | — | $3.00M | 0.09% | 17,725 NS | $3.41B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $2.92M | 0.00% | 17,246 NS | $69.79B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYG | $2.90M | 0.12% | 17,127 NS | $2.48B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $2.84M | 0.06% | 16,805 NS | $4.89B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $2.82M | 0.01% | 16,692 NS | $42.78B | FIGI |
| AQR Style Premia Alternative Fund AQR Funds | — | $2.73M | 0.12% | 16,122 NS | $2.27B | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $2.69M | 0.47% | 15,916 NS | $575.61M | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $2.42M | 0.01% | 14,329 NS | $36.29B | FIGI |
| Mid Cap Index Fund Northern Funds | — | $2.40M | 0.12% | 14,214 NS | $2.05B | FIGI |
| Touchstone Strategic Trust-Touchstone Dynamic… Touchstone Strategic Trust | — | $2.17M | 1.55% | 12,811 NS | $139.95M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $2.07M | 0.00% | 12,272 NS | $58.89B | FIGI |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | — | $2.04M | 0.63% | 12,064 NS | $325.46M | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $1.83M | 0.12% | 10,818 NS | $1.50B | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.81M | 0.12% | 10,680 NS | $1.50B | FIGI |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | — | $1.73M | 0.63% | 10,258 NS | $276.33M | FIGI |