Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 10.6M | 180.1M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.5M | 93.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.1M | 69.7M | 2.3% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Sep 30, 2025 | 3.3M | 56.0M | 1.8% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 3.1M | 52.0M | 1.7% |
| JPMorgan Trust I-JPMorgan Value Advantage Fund | Sep 30, 2025 | 2.9M | 49.6M | 1.6% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Sep 30, 2025 | 2.5M | 42.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.3M | 39.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.0M | 33.2M | 1.1% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.8M | 29.8M | 1.0% |
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Holders
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Ultra plan.