Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Sep 30, 2025 | 4.9M | 63.1M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.3M | 30.0M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.0M | 26.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.8M | 23.4M | 2.2% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Sep 30, 2025 | 1.3M | 16.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.2M | 14.9M | 1.4% |
| iShares Trust-iShares Mortgage Real Estate ETF | Sep 30, 2025 | 1.0M | 13.1M | 1.2% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 855.4K | 10.9M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 851.3K | 10.9M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 808.3K | 10.3M | 1.0% |
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