Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 240.1K | 5.7M | 3.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 148.3K | 3.5M | 2.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 63.8K | 1.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 59.0K | 1.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 46.7K | 1.1M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 31.0K | 734.3K | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 28.7K | 680.3K | 0.4% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2025 | 15.3K | 362.5K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 14.2K | 335.9K | 0.2% |
| T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index | Sep 30, 2025 | 13.1K | 311.7K | 0.2% |
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