Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 8.0M | 1.7B | 5.5% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Sep 30, 2025 | 6.1M | 1.3B | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.4M | 918.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.3M | 690.0M | 2.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.8M | 594.3M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.1M | 441.6M | 1.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Sep 30, 2025 | 1.8M | 379.2M | 1.2% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Sep 30, 2025 | 1.7M | 359.9M | 1.2% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Jun 30, 2025 | 1.6M | 333.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 310.4M | 1.0% |
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