Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 16.3M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 945.9K | 13.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 428.3K | 6.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 374.0K | 5.4M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 321.9K | 4.7M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 253.2K | 3.7M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 201.7K | 2.9M | 0.5% |
| John Hancock Investment Trust II-Regional Bank Fund | Sep 30, 2025 | 194.9K | 2.8M | 0.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 172.3K | 2.5M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 171.0K | 2.5M | 0.5% |
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