Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 661K | 11.3M | 3.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 545.6K | 9.3M | 2.7% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 338.3K | 5.8M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 199.7K | 3.4M | 1.0% |
| NORTHWESTERN MUTUAL SERIES FUND INC-Small Cap Value Portfolio | Sep 30, 2025 | 137.3K | 2.3M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 97.1K | 1.7M | 0.5% |
| Putnam Investment Funds-Putnam Small Cap Value Fund | Aug 31, 2025 | 55.4K | 949.1K | 0.3% |
| Hennessy Funds Trust-Hennessy Small Cap Financial Fund | Sep 30, 2025 | 40K | 684.8K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 35.9K | 614.0K | 0.2% |
| John Hancock Variable Insurance Trust-Small Company Value Trust | Sep 30, 2025 | 30.3K | 518.4K | 0.2% |
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