Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.7M | 409.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.4M | 384.0M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.6M | 315.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.3M | 288.8M | 2.2% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 2.7M | 238.1M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.9M | 161.6M | 1.3% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.7M | 148.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.6M | 137.4M | 1.1% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Sep 30, 2025 | 1.5M | 127.2M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.5M | 126.2M | 1.0% |
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Holders
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Ultra plan.