Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Jan 31, 2026 | 1.9M | 56.6M | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 35.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 831.3K | 25.3M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 806.5K | 24.5M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 535.2K | 16.3M | 1.4% |
| MFS SERIES TRUST XIII-MFS New Discovery Value Fund | Nov 30, 2025 | 507.3K | 15.4M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Oct 31, 2025 | 412.7K | 12.5M | 1.1% |
| Templeton Global Smaller Companies Fund | Nov 30, 2025 | 385.4K | 11.7M | 1.0% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 380.0K | 11.6M | 1.0% |
| Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio | Dec 31, 2025 | 371.7K | 11.3M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.