Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 631.0K | 75.5M | 6.0% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 627.0K | 75.0M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 344.9K | 41.3M | 3.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 267.3K | 32.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 257.0K | 30.8M | 2.4% |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | Sep 30, 2025 | 217.9K | 26.1M | 2.1% |
| First Trust Exchange-Traded Fund-First Trust Water ETF | Sep 30, 2025 | 178.8K | 21.4M | 1.7% |
| Lord Abbett Bond Debenture Fund Inc | Sep 30, 2025 | 157.4K | 18.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 144.6K | 17.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 116.2K | 13.9M | 1.1% |
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Holders
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Ultra plan.