Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Aug 31, 2024 | 6.7M | 0 | 4.2% |
| Undiscovered Managers Behavioral Value Fund | Jun 30, 2024 | 6.5M | 0 | 4.1% |
| Vanguard Total Stock Market Index Fund | Jun 30, 2024 | 4.8M | 0 | 3.0% |
| iShares Russell 2000 ETF | Sep 30, 2024 | 4.1M | 0 | 2.6% |
| Allspring Special Small Cap Value Fund | Sep 30, 2024 | 2.9M | 0 | 1.8% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2024 | 2.2M | 0 | 1.3% |
| JP Morgan Small Cap Equity Fund | Jun 30, 2024 | 2.1M | 0 | 1.3% |
| College Retirement Equities Fund-Stock Account | Jun 30, 2024 | 2.0M | 0 | 1.3% |
| First Tr Exchange Traded Fd-First Tr Water ETF | Sep 30, 2024 | 1.7M | 0 | 1.0% |
| Fidelity Small Cap Index Fund | Aug 31, 2024 | 1.6M | 0 | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.