Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.8M | 7.7M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.6M | 5.2M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 2.2M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 978.4K | 2.0M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 923.2K | 1.9M | 0.6% |
| TIAA-CREF Funds-Nuveen Equity Index Fund | Jul 31, 2025 | 847.5K | 1.7M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 560.5K | 1.1M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 446.9K | 911.7K | 0.3% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Aug 31, 2025 | 403.6K | 823.3K | 0.3% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2025 | 239.9K | 489.3K | 0.2% |
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