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Institutional (13F) Funds (N-PORT) ·
registered investment companies (mutual funds, ETFs)
Page 11 of 446  ·  8,912 funds
# Fund Name AUM ▼ Positions Period
201 T. Rowe Price Retirement 2045 Fund · T. Rowe Price Retirement Funds, Inc. $19.6B 30 Feb 2026
202 American Funds 2060 Target Date Retirement Fund · American Funds Target Date Retirement Series $19.5B 18 Jan 2026
203 iShares Russell Mid-Cap Growth ETF · iShares Trust $19.5B 281 Mar 2026
204 Vanguard California Intermediate-Term Tax-Exempt Fund · Vanguard California Tax-Free Funds $19.3B 5,179 Feb 2026
205 Avantis International Small Cap Value ETF · American Century ETF Trust $19.1B 1,663 Feb 2026
206 Vanguard Long-Term Tax-Exempt Fund · Vanguard Municipal Bond Funds $18.9B 4,005 Jan 2026
207 AB Municipal Income Shares · Ab Corporate Shares $18.8B 2,296 Jan 2026
208 Dimensional U.S. Equity Market ETF · Dimensional ETF Trust $18.7B 2,397 Jan 2026
209 U.S. Small Cap Value Portfolio · Dfa Investment Dimensions Group Inc $18.7B 1,018 Jan 2026
210 Vanguard Russell 1000 Value Index Fund · Vanguard Scottsdale Funds $18.6B 885 Feb 2026
211 Pacer US Cash Cows 100 ETF · Pacer Funds Trust $18.6B 103 Jan 2026
212 The Hartford Dividend And Growth Fund · Hartford Mutual Funds, Inc $18.5B 74 Jan 2026
213 iShares 3-7 Year Treasury Bond ETF · iShares Trust $18.5B 84 May 2026
214 Columbia Contrarian Core Fund · Columbia Funds Series Trust I $18.5B 79 May 2026
215 The Dfa International Value Series · Dfa Investment Trust Co $18.5B 505 Jan 2026
216 T. Rowe Price Retirement 2050 Fund · T. Rowe Price Retirement Funds, Inc. $18.3B 30 Feb 2026
217 T. Rowe Price International Value Equity Fund · T. Rowe Price International Funds, Inc. $18.1B 147 Jan 2026
218 MFS Research International Fund · Mfs Series Trust I $18.1B 121 May 2026
219 Fidelity Blue Chip Growth K6 Fund · Fidelity Securities Fund $18.1B 361 Jan 2026
220 BlackRock Global Allocation Fund, Inc. $18.1B 3,429 Jan 2026
Page 11 of 446  ·  8,912 funds