Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| -Price (T.Rowe) Real Assets Trust I | Dec 31, 2025 | 3.1M | 82.4M | 5.7% |
| T. Rowe Price Real Assets Fund, Inc. | Dec 31, 2025 | 1.8M | 47.0M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.3M | 34.7M | 2.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 1.2M | 30.6M | 2.1% |
| Principal Funds, Inc-Real Estate Securities Fund | Jan 31, 2026 | 1.0M | 26.9M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 26.8M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 599.6K | 15.8M | 1.1% |
| MFS SERIES TRUST XIII-MFS New Discovery Value Fund | Feb 28, 2026 | 546.8K | 14.4M | 1.0% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund | Dec 31, 2025 | 522.4K | 13.8M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 483.1K | 12.8M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.