Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.9M | 2.8M | 3.0% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Fund I | Jul 31, 2025 | 2.1M | 1.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.3M | 939.4K | 1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 688.1K | 498.7K | 0.5% |
| Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val | Sep 30, 2025 | 474.3K | 343.7K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 217.7K | 157.7K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 158.9K | 115.2K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-VANGUARD BALANCED INDEX FUND | Sep 30, 2025 | 98.1K | 71.1K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Sep 30, 2025 | 81.5K | 59.1K | 0.1% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | Jul 31, 2025 | 80K | 58.0K | 0.1% |
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