Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.4M | 33.3M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 753.4K | 18.2M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 603.4K | 14.6M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 563.5K | 13.6M | 1.9% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jul 31, 2025 | 355.7K | 8.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 315.6K | 7.6M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 297.0K | 7.2M | 1% |
| Harbor Funds II-Embark Small Cap Equity Fund | Jul 31, 2025 | 271.1K | 6.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 246.6K | 6.0M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 246.0K | 5.9M | 0.8% |
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Holders
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Ultra plan.