Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 10.1M | 357.3M | 9.3% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 6.4M | 224.8M | 5.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 5.0M | 176.8M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.5M | 122.1M | 3.2% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 2.9M | 102.2M | 2.7% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 2.7M | 95.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.6M | 91.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.7M | 58.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.2M | 41.3M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Sep 30, 2025 | 996.8K | 35.2M | 0.9% |
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