Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 7.2M | 236.0M | 5.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.0M | 129.6M | 3.1% |
| Vanguard Explorer Fund | Jul 31, 2025 | 3.4M | 112.6M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.0M | 98.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.9M | 96.4M | 2.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 2.9M | 96.0M | 2.3% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 1.9M | 63.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.9M | 61.6M | 1.5% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 1.8M | 60.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.3M | 43.3M | 1.1% |
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Holders
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Ultra plan.