Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 646.4K | 94.1M | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 630.0K | 91.7M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 401.7K | 58.5M | 0.8% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 367.2K | 53.4M | 0.7% |
| T. Rowe Price New Horizons Fund, Inc. | Sep 30, 2025 | 337.9K | 49.2M | 0.7% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Sep 30, 2025 | 319.8K | 46.5M | 0.6% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 285K | 41.5M | 0.6% |
| American Century Mutual Funds, Inc.-SMALL CAP GROWTH FUND | Sep 30, 2025 | 279.3K | 40.6M | 0.6% |
| Columbia Acorn Trust-Columbia Acorn Fund | Sep 30, 2025 | 271.8K | 39.6M | 0.6% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | Sep 30, 2025 | 257.4K | 37.5M | 0.5% |
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