Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 1.8M | 116.1M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 93.0M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.1M | 74.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.0M | 67.2M | 2.1% |
| Principal Funds, Inc-Real Estate Securities Fund | Jan 31, 2026 | 841.5K | 55.1M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 662.2K | 43.4M | 1.4% |
| Delaware Group Equity Funds V-Nomura Small Cap Value Fund | Feb 28, 2026 | 575.0K | 37.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 512.3K | 33.6M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 457.8K | 30.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Feb 28, 2026 | 313.1K | 20.5M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.