Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 356.0K | 4.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 343.0K | 4.3M | 1.1% |
| ROYCE FUND-Royce Smaller-Companies Growth Fund | Sep 30, 2025 | 255K | 3.2M | 0.9% |
| Nuveen Investment Trust-Nuveen Small Cap Value Opportunities Fund | Oct 31, 2025 | 240.7K | 3.0M | 0.8% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Stoc | Sep 30, 2025 | 236.1K | 3.0M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 148.0K | 1.9M | 0.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 142.0K | 1.8M | 0.5% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 89.8K | 1.1M | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 72.1K | 908.7K | 0.2% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Aug 31, 2025 | 70.4K | 887.0K | 0.2% |
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