Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 6.7M | 218.4M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.6M | 116.6M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.7M | 89.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.7M | 87.6M | 1.4% |
| NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund | Sep 30, 2025 | 2.3M | 73.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.5M | 49.0M | 0.8% |
| IVY FUNDS-Macquarie Mid Cap Growth Fund | Sep 30, 2025 | 1.4M | 45.9M | 0.7% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Aug 31, 2025 | 1.4M | 45.0M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.2M | 40.2M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.1M | 35.6M | 0.6% |
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Holders
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Ultra plan.