United Parcel Service, Inc. Class B · 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 | $2.32B | 0.12% | 23,618,805 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $1.85B | 0.13% | 18,779,089 NS | $1.42T | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $935.04M | 0.13% | 9,504,416 NS | $720.54B | FIGI |
| N/A — | — | $848.38M | 0.13% | 8,623,454 NS | $651.59B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $676.78M | 0.30% | 6,879,234 NS | $225.69B | FIGI |
| Victory Pioneer Fund Victory Portfolios IV | — | $416.78M | 4.17% | 4,236,389 NS | $10.01B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $409.93M | 0.13% | 4,166,842 NS | $315.46B | FIGI |
| State Street(R) Industrial Select Sector SPDR… SELECT SECTOR SPDR TRUST | XLI | $407.84M | 1.44% | 4,145,573 NS | $28.33B | FIGI |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | — | $245.17M | 0.99% | 2,492,056 NS | $24.80B | FIGI |
| First Trust Morningstar Dividend Leaders Inde… First Trust Exchange-Traded Fund | FDL | $222.80M | 3.03% | 2,264,641 NS | $7.35B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $170.23M | 0.66% | 1,730,340 NS | $25.99B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $165.90M | 0.24% | 1,686,277 NS | $69.79B | FIGI |
| VanEck Morningstar Wide Moat ETF VanEck ETF Trust | MOAT | $163.74M | 1.41% | 1,664,377 NS | $11.62B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $152.82M | 0.13% | 1,553,397 NS | $117.66B | FIGI |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | — | $142.16M | 0.20% | 1,444,970 NS | $72.40B | FIGI |
| American Balanced Fund American Balanced Fund | — | $138.13M | 0.05% | 1,404,000 NS | $263.86B | FIGI |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | — | $134.19M | 0.83% | 1,364,000 NS | $16.17B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $125.44M | 0.27% | 1,275,082 NS | $46.62B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $91.15M | 0.11% | 926,545 NS | $79.62B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $85.91M | 0.13% | 873,237 NS | $64.18B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $85.60M | 0.27% | 870,120 NS | $31.78B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYD | $78.48M | 1.11% | 797,690 NS | $7.05B | FIGI |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | — | $68.30M | 1.14% | 694,279 NS | $6.00B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $66.07M | 0.13% | 671,630 NS | $51.91B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $61.25M | 0.25% | 622,560 NS | $24.08B | FIGI |
| First Trust Nasdaq Transportation ETF First Trust Exchange-Traded Fund VI | FTXR | $58.14M | 6.93% | 590,948 NS | $839.00M | FIGI |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | — | $56.83M | 1.00% | 577,700 NS | $5.70B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $51.39M | 0.12% | 522,379 NS | $42.78B | FIGI |
| Franklin Income Fund Franklin Custodian Funds | — | $49.19M | 0.06% | 500,000 NS | $78.63B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $45.37M | 0.13% | 461,171 NS | $34.99B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $43.15M | 0.12% | 438,568 NS | $36.29B | FIGI |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | — | $41.95M | 0.31% | 426,440 NS | $13.54B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $41.21M | 0.07% | 418,867 NS | $58.89B | FIGI |
| Victory Pioneer Core Equity Fund Victory Portfolios IV | — | $40.30M | 2.08% | 409,633 NS | $1.93B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $35.26M | 0.12% | 358,387 NS | $30.28B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $34.23M | 0.03% | 347,916 NS | $129.17B | FIGI |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | — | $34.21M | 1.90% | 347,718 NS | $1.80B | FIGI |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | — | $33.75M | 1.28% | 343,072 NS | $2.64B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $33.68M | 0.13% | 342,385 NS | $25.58B | FIGI |
| iShares S&P 100 ETF iShares Trust | OEF | $32.10M | 0.18% | 326,318 NS | $17.84B | FIGI |
| Eaton Vance Large-Cap Value Fund Eaton Vance Special Investment Trust | — | $29.81M | 2.23% | 302,991 NS | $1.34B | FIGI |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | — | $27.25M | 0.57% | 276,996 NS | $4.74B | FIGI |
| Goldman Sachs U.S. Equity Dividend and Premiu… GOLDMAN SACHS TRUST | — | $27.09M | 0.77% | 275,336 NS | $3.50B | FIGI |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $26.50M | 0.13% | 269,391 NS | $21.10B | FIGI |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | — | $25.55M | 0.37% | 259,700 NS | $6.84B | FIGI |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPQ | $23.50M | 0.07% | 238,838 NS | $34.27B | FIGI |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | — | $22.95M | 0.13% | 233,232 NS | $17.64B | FIGI |
| Stock Index Fund Northern Funds | — | $20.74M | 0.12% | 210,808 NS | $16.63B | FIGI |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | — | $20.70M | 0.13% | 210,418 NS | $15.97B | FIGI |
| SOUND SHORE FUND SOUND SHORE FUND, INC. | — | $20.70M | 2.25% | 210,415 NS | $920.47M | FIGI |