Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.1M | 188.9M | 5.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 2.0M | 121.4M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 104.1M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.4M | 81.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 76.9M | 2.4% |
| Trust for Professional Managers-Mairs & Power Growth Fund | Sep 30, 2025 | 1.3M | 75.9M | 2.3% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 848K | 51.0M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 818.7K | 49.2M | 1.5% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 585.7K | 35.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 576.7K | 34.7M | 1.1% |
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Holders
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Ultra plan.