Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.4M | 15.2M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 6.5M | 11.8M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.1M | 11.0M | 1.3% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 4.7M | 8.5M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.9M | 7.0M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.9M | 5.2M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 2.6M | 4.8M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 2.0M | 3.6M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 1.4M | 2.5M | 0.3% |
| LOOMIS SAYLES FUNDS II-Loomis Sayles Strategic Income Fund | Sep 30, 2025 | 1.3M | 2.4M | 0.3% |
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