Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 4.5M | 20.4M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.5M | 16.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2025 | 1.9M | 8.7M | 1.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Aug 31, 2025 | 1.4M | 6.4M | 1.0% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Stoc | Jun 30, 2025 | 1.1M | 5.1M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 1.1M | 5.0M | 0.8% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 799.9K | 3.6M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 655.8K | 3.0M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 661.2K | 3.0M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 581.7K | 2.6M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.