Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Aug 31, 2026 | 3.2M | 360.0M | 6.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.6M | 178.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.1M | 128.7M | 2.2% |
| New Economy Fund | Jun 30, 2026 | 1.1M | 120.6M | 2.1% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 984.0K | 111.2M | 1.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 956.9K | 108.2M | 1.9% |
| Columbia Funds Series Trust II-Columbia Select Large Cap Value Fund | May 31, 2026 | 929.7K | 105.1M | 1.8% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Select Large | Jun 30, 2026 | 805.7K | 91.1M | 1.6% |
| Columbia Funds Series Trust II-Columbia Intrinsic Value Fund | May 31, 2026 | 773.0K | 87.4M | 1.5% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 742.8K | 84.0M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.