Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jul 31, 2026 | 3.2M | 305.0M | 6.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.6M | 156.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 1.4M | 134.5M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 1.2M | 113.7M | 2.3% |
| New Economy Fund | Jun 30, 2026 | 1.1M | 102.3M | 2.1% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 984.0K | 94.3M | 1.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 956.9K | 91.7M | 1.9% |
| Columbia Funds Series Trust II-Columbia Select Large Cap Value Fund | May 31, 2026 | 929.7K | 89.1M | 1.8% |
| Columbia Funds Series Trust II-Columbia Intrinsic Value Fund | May 31, 2026 | 773.0K | 74.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 755.2K | 72.4M | 1.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.