Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 9.3M | 164.5M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.8M | 85.1M | 3.0% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 4.7M | 83.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 4.0M | 70.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.6M | 63.6M | 2.3% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 2.8M | 49.4M | 1.8% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Sep 30, 2025 | 2.2M | 38.4M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.0M | 35.6M | 1.3% |
| American Century Mutual Funds, Inc.-SMALL CAP GROWTH FUND | Sep 30, 2025 | 1.7M | 30.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.7M | 30.2M | 1.1% |
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Holders
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Ultra plan.