Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 9.1M | 259.8M | 5.8% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 4.6M | 130.2M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.0M | 112.8M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.1M | 88.1M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.0M | 85.5M | 1.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 2.7M | 77.0M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.7M | 47.9M | 1.1% |
| VanEck ETF Trust-VanEck Oil Services ETF | Oct 31, 2025 | 1.4M | 40.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.3M | 38.1M | 0.8% |
| NEW ECONOMY FUND | Sep 30, 2025 | 1.3M | 37.5M | 0.8% |
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Holders
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Ultra plan.