Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.8M | 155.0M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.8M | 153.9M | 3.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 1.8M | 153.9M | 3.3% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 1.5M | 126.4M | 2.7% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.4M | 122.8M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.4M | 121.9M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 115.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 854.8K | 73.7M | 1.6% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Sep 30, 2025 | 729.7K | 62.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 602.6K | 52.0M | 1.1% |
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Holders
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Ultra plan.