Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.2M | 1.1B | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.5M | 832.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.4M | 801.4M | 2.2% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 1.7M | 564.5M | 1.6% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Sep 30, 2025 | 1.6M | 540.8M | 1.5% |
| JPMorgan Trust II-JPMorgan Small Cap Growth Fund | Sep 30, 2025 | 1.4M | 468.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.3M | 447.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 358.0M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 977.2K | 330.7M | 0.9% |
| BNY Mellon Investment Funds I-BNY Mellon Small/Mid Cap Growth Fund | Sep 30, 2025 | 946.6K | 320.3M | 0.9% |
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