Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 2.7M | 98.1M | 3.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 2.3M | 84.5M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 78.5M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 56.7M | 2.0% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 1.3M | 46.1M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 885.3K | 31.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 767.5K | 27.6M | 1% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Mar 31, 2026 | 533.5K | 19.2M | 0.7% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 503.4K | 18.1M | 0.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF | Feb 28, 2026 | 489.8K | 17.6M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.