Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.2M | 131.8M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 9.3M | 100.4M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 5.2M | 56.2M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 4.6M | 50.2M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 2.3M | 24.8M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 2.0M | 22.0M | 0.4% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Sep 30, 2025 | 1.5M | 16.4M | 0.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Sep 30, 2025 | 1.5M | 16.1M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 1.2M | 13.1M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2025 | 1.1M | 11.8M | 0.2% |
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