Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.5M | 464.7M | 5.8% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Sep 30, 2025 | 1.4M | 250.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 249.9M | 3.1% |
| AMCAP FUND | Sep 30, 2025 | 1.1M | 200.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.0M | 189.3M | 2.4% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 969.5K | 179.0M | 2.3% |
| SmallCap World Fund Inc | Sep 30, 2025 | 926.3K | 171.1M | 2.2% |
| AMG Funds-AMG Yacktman Fund | Sep 30, 2025 | 600K | 110.8M | 1.4% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 592.8K | 109.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 573.7K | 105.9M | 1.3% |
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Holders
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Ultra plan.