Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 2.3M | 222.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 1.7M | 161.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 1.1M | 102.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 859.8K | 82.1M | 1.2% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Feb 28, 2026 | 850K | 81.1M | 1.2% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 758.8K | 72.4M | 1.0% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | Mar 31, 2026 | 711.2K | 67.9M | 1.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 626.0K | 59.7M | 0.9% |
| American Century Capital Portfolios, Inc.-Small Cap Value Fund | Mar 31, 2026 | 630K | 60.1M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 593.6K | 56.7M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.