Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.5M | 134.8M | 2.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 9.5M | 122.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.9M | 101.4M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 7.6M | 97.7M | 1.8% |
| SPDR SERIES TRUST-SPDR(R) S&P Regional Banking(SM) ETF | Sep 30, 2025 | 6.3M | 81.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 5.0M | 64.9M | 1.2% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 4.7M | 60.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 3.2M | 41.2M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 3.0M | 38.9M | 0.7% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 3.0M | 38.0M | 0.7% |
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