Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jul 31, 2025 | 1.6M | 5.1M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 806.1K | 2.5M | 1.7% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 612.3K | 1.9M | 1.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 545.4K | 1.7M | 1.1% |
| PARADIGM FUNDS-Paradigm Micro-Cap Fund | Sep 30, 2025 | 500K | 1.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 215.0K | 679.4K | 0.4% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 206.6K | 652.7K | 0.4% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund | Jul 31, 2025 | 191.0K | 603.5K | 0.4% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 174.9K | 552.5K | 0.4% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | Jul 31, 2025 | 125.5K | 396.6K | 0.3% |
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