U-Haul Holding Company · 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 | $17.27M | 0.00% | 361,438 NS | $1.99T | FIGI |
| AMG Yacktman Fund AMG Funds | — | $14.33M | 0.21% | 300,000 NS | $6.90B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $9.92M | 0.01% | 207,619 NS | $164.60B | FIGI |
| Meridian Contrarian Fund Meridian Fund Inc | — | $8.78M | 1.49% | 183,800 NS | $588.51M | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $6.17M | 0.01% | 129,221 NS | $60.64B | FIGI |
| BRUCE FUND Bruce Fund, Inc. | — | $3.25M | 0.90% | 68,000 NS | $362.00M | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $1.42M | 0.00% | 29,646 NS | $48.22B | FIGI |
| iShares Russell Mid-Cap Growth ETF iShares Trust | IWP | $890.8K | 0.00% | 18,644 NS | $18.66B | FIGI |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | — | $823.2K | 0.18% | 17,229 NS | $458.14M | FIGI |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $733.9K | 0.10% | 15,360 NS | $744.07M | FIGI |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | — | $726.6K | 0.08% | 15,208 NS | $913.49M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $563.6K | 0.00% | 11,796 NS | $79.62B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $536.7K | 0.00% | 11,233 NS | $111.77B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $528.5K | 0.00% | 11,061 NS | $69.79B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $437.9K | 0.01% | 9,164 NS | $4.89B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $409.4K | 0.00% | 8,569 NS | $58.89B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $317.9K | 0.00% | 6,654 NS | $14.16B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $302.0K | 0.00% | 6,320 NS | $42.78B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $258.3K | 0.00% | 5,406 NS | $36.29B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $232.5K | 0.00% | 4,866 NS | $81.50B | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $228.9K | 0.03% | 4,790 NS | $823.49M | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $211.6K | 0.01% | 4,429 NS | $3.03B | FIGI |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | — | $205.9K | 0.06% | 4,310 NS | $359.35M | FIGI |
| AMG Yacktman Global Fund AMG Funds | — | $191.1K | 0.09% | 4,000 NS | $201.81M | FIGI |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | — | $187.8K | 0.10% | 3,930 NS | $190.26M | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $181.6K | 0.00% | 3,800 NS | $26.03B | FIGI |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | — | $178.2K | 0.01% | 3,729 NS | $3.41B | FIGI |
| iShares Russell 2500 ETF iShares Trust | SMMD | $163.7K | 0.01% | 3,427 NS | $2.59B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $152.9K | 0.01% | 3,200 NS | $2.63B | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $138.3K | 0.02% | 2,894 NS | $741.60M | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $137.9K | 0.00% | 2,887 NS | $11.33B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $112.0K | 0.00% | 2,344 NS | $17.05B | FIGI |
| AQR Large Cap Defensive Style Fund AQR Funds | — | $101.5K | 0.01% | 2,125 NS | $1.35B | FIGI |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | — | $86.7K | 0.02% | 1,815 NS | $578.12M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $79.5K | 0.00% | 1,663 NS | $1.65B | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $77.7K | 0.04% | 1,626 NS | $185.65M | FIGI |
| AQR Large Cap Multi-Style Fund AQR Funds | — | $75.7K | 0.01% | 1,585 NS | $1.17B | FIGI |
| Growth Equity Index Fund GuideStone Funds | — | $75.4K | 0.01% | 1,579 NS | $688.40M | FIGI |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | — | $71.7K | 0.01% | 1,500 NS | $596.62M | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $65.6K | 0.00% | 1,372 NS | $5.64B | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $63.3K | 0.00% | 1,324 NS | $1.58B | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $56.2K | 0.00% | 1,176 NS | $4.47B | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $53.4K | 0.00% | 1,118 NS | $1.23B | FIGI |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | — | $51.6K | 0.02% | 1,080 NS | $207.99M | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $50.6K | 0.02% | 1,058 NS | $314.56M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $47.2K | 0.00% | 988 NS | $1.86B | FIGI |
| State Street(R) SPDR(R) Russell 1000 Low Vola… SPDR SERIES TRUST | ONEV | $45.5K | 0.01% | 952 NS | $522.23M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $45.3K | 0.01% | 949 NS | $460.74M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $44.6K | 0.01% | 933 NS | $876.76M | FIGI |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | — | $37.6K | 0.01% | 787 NS | $570.12M | FIGI |