Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.3M | 234.5M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.2M | 222.2M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.8M | 188.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.6M | 166.8M | 2.1% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Oct 31, 2025 | 1.2M | 119.6M | 1.5% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 1.1M | 115.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.0M | 106.8M | 1.4% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 815K | 83.9M | 1.1% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 795.5K | 81.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 764.1K | 78.7M | 1.0% |
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Holders
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Ultra plan.