DOSSIER · 13F-HR · Q1 2026

MASON STREET ADVISORS, LLC

MASON STREET's pension fund based in Omaha, NE $1.0B in tracked AUM across 15 positions as of Q1 2026.

MS
MASON STREET·Omaha, NE·Pension Fund
CIK 0001167711 · last filed Mar 31, 2026
Total AUM
$1.0B
7.5%
vs prior
Holdings
15
positions
Whale Score
79
79
strong
Activity
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Mason Street Advisors, LLC 13F Filing
Portfolio Overview

Mason Street Advisors, LLC reported a significant portfolio restructuring for the period ending September 30, 2025. The total portfolio value contracted sharply by 44.3%, declining from $854.51 million to $476.04 million. This reduction is not solely attributable to market performance but is primarily driven by a substantial rotation in asset allocation, specifically a massive exit from fixed inc...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$303M3.0M29.6%
02
IVV
ISHARES TR
$138M212K13.5%
03
SPTL
SPDR SERIES TRUST
$105M4.0M10.3%
04
SPMD
SPDR SERIES TRUST
$92M1.6M9.0%
05
IEFA
ISHARES TR
$64M711K6.3%
06
SPSM
SPDR SERIES TRUST
$64M1.3M6.3%
07
RSP
INVESCO EXCHANGE TRADED FD T
$51M268K5.0%
08
VLUE
ISHARES TR
$41M288K4.0%
09
IQLT
ISHARES TR
$36M769K3.5%
10
SCHH
SCHWAB STRATEGIC TR
$35M1.6M3.5%

Filing history

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