Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.9M | 148.9M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.6M | 81.6M | 3.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.2M | 64.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 60.7M | 2.4% |
| Ariel Investment Trust-Ariel Fund | Sep 30, 2025 | 1.1M | 55.9M | 2.2% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Oct 31, 2025 | 1.0M | 54.5M | 2.2% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 1.0M | 53.9M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 746.6K | 38.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 527.3K | 27.4M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 492.3K | 25.6M | 1.0% |
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Holders
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Ultra plan.