Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 5.9M | 10.9M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.1M | 9.4M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 4.9M | 9.1M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 4.0M | 7.3M | 2.4% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Sep 30, 2025 | 2.2M | 4.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.6M | 3.0M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.5M | 2.8M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 1.4M | 2.5M | 0.8% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF | Aug 31, 2025 | 1.1M | 2.0M | 0.6% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jul 31, 2025 | 1.0M | 1.9M | 0.6% |
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