Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Dec 31, 2022 | 3.7M | 195.9M | 7.0% |
| Vanguard Total Stock Market Index Fund | Sep 30, 2022 | 1.5M | 77.4M | 2.8% |
| Vanguard Small-Cap Index Fund | Sep 30, 2022 | 1.3M | 66.4M | 2.4% |
| iShares Russell 2000 ETF | Dec 31, 2022 | 1.1M | 58.7M | 2.1% |
| Advisors Inner Circle Fund II-Champlain Small Company Fund | Sep 30, 2022 | 820K | 43.1M | 1.5% |
| Invesco Discovery Fund | Nov 30, 2022 | 766.9K | 40.3M | 1.4% |
| Loomis Sayles Small Cap Growth Fund | Sep 30, 2022 | 719.1K | 37.8M | 1.4% |
| Vanguard Extended Market Index Fund | Sep 30, 2022 | 661.0K | 34.7M | 1.2% |
| iShares S&P Small-Cap 600 Growth ETF | Dec 31, 2022 | 574.0K | 30.2M | 1.1% |
| College Retirement Equities Fund-Stock Account | Sep 30, 2022 | 475.4K | 25.0M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.