Insperity, Inc · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $58.13M | 0.06% | 2,149,811 NS | $91.99B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $28.79M | 0.00% | 1,064,550 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $23.90M | 0.03% | 883,886 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $21.10M | 0.01% | 780,479 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $13.48M | 0.02% | 498,694 NS | $60.64B | FIGI |
| Royce Small-Cap Total Return Fund ROYCE FUND | — | $12.21M | 1.44% | 451,384 NS | $848.24M | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $10.91M | 0.01% | 403,543 NS | $81.50B | FIGI |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | IJS | $9.47M | 0.12% | 350,138 NS | $7.58B | FIGI |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | — | $9.36M | 0.56% | 346,113 NS | $1.68B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $8.94M | 0.06% | 330,517 NS | $13.87B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $7.94M | 0.07% | 293,620 NS | $12.17B | FIGI |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | — | $7.36M | 0.08% | 272,355 NS | $9.65B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYV | $5.05M | 0.12% | 186,874 NS | $4.06B | FIGI |
| ROYCE SMALL-CAP TRUST, INC. — | — | $4.98M | 0.22% | 184,145 NS | $2.23B | FIGI |
| Royce Small-Cap Fund ROYCE FUND | — | $4.37M | 0.24% | 161,609 NS | $1.82B | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $2.51M | 0.09% | 92,651 NS | $2.92B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $2.40M | 0.03% | 88,810 NS | $9.23B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $1.85M | 0.22% | 68,300 NS | $827.02M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $1.58M | 0.03% | 58,368 NS | $4.82B | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $1.52M | 0.06% | 56,108 NS | $2.39B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $1.19M | 0.00% | 44,148 NS | $79.62B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $1.05M | 0.03% | 38,754 NS | $3.39B | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $880.9K | 0.05% | 32,578 NS | $1.86B | FIGI |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | DSMC | $862.7K | 0.72% | 31,903 NS | $119.82M | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $835.5K | 0.06% | 30,900 NS | $1.35B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $741.8K | 0.07% | 27,433 NS | $1.14B | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $708.8K | 0.06% | 26,214 NS | $1.11B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $658.9K | 0.03% | 24,367 NS | $1.95B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $646.9K | 0.06% | 23,923 NS | $1.04B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $536.2K | 0.00% | 19,829 NS | $58.89B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $507.6K | 0.03% | 18,774 NS | $1.59B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $463.1K | 0.00% | 17,127 NS | $30.28B | FIGI |
| Small Cap Index Fund Northern Funds | — | $438.0K | 0.03% | 16,200 NS | $1.38B | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $394.8K | 0.07% | 14,600 NS | $575.61M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $355.0K | 0.02% | 13,130 NS | $1.90B | FIGI |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $341.7K | 0.06% | 12,636 NS | $538.24M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $341.0K | 0.01% | 12,610 NS | $2.63B | FIGI |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $330.3K | 0.06% | 12,215 NS | $525.94M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $318.0K | 0.03% | 11,759 NS | $956.61M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $305.1K | 0.03% | 11,284 NS | $962.08M | FIGI |
| Timothy Plan US Small Cap Core ETF Timothy Plan | TPSC | $263.8K | 0.09% | 9,756 NS | $301.39M | FIGI |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | — | $262.6K | 0.06% | 9,713 NS | $423.00M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $258.9K | 0.03% | 9,575 NS | $768.54M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $257.3K | 0.00% | 9,516 NS | $17.05B | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $218.5K | 0.02% | 8,082 NS | $1.00B | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $193.9K | 0.03% | 7,172 NS | $584.32M | FIGI |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund… | — | $186.6K | 0.07% | 6,900 NS | $272.16M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $180.6K | 0.00% | 6,678 NS | $11.74B | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $177.9K | 0.03% | 6,578 NS | $550.95M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $174.9K | 0.02% | 6,469 NS | $741.60M | FIGI |