Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Sep 30, 2025 | 8.0M | 533.8M | 8.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.1M | 208.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.9M | 194.2M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.4M | 162.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.2M | 147.4M | 2.3% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.6M | 103.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.4M | 94.3M | 1.5% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 1.2M | 82.4M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.2M | 79.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 70.0M | 1.1% |
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