Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 7.6M | 64.0M | 5.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.5M | 37.9M | 3.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.6M | 30.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.3M | 27.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.1M | 17.7M | 1.5% |
| iShares Trust-iShares Mortgage Real Estate ETF | Sep 30, 2025 | 1.8M | 15.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 12.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.4M | 11.6M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Sep 30, 2025 | 1.2M | 10.0M | 0.9% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 600 Small Cap ETF | Sep 30, 2025 | 1.1M | 9.5M | 0.8% |
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Holders
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Ultra plan.