Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund | Sep 30, 2025 | 6.1M | 21.4M | 3.7% |
| American Century Mutual Funds, Inc.-SMALL CAP GROWTH FUND | Sep 30, 2025 | 5.1M | 18.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.7M | 13.0M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.6M | 12.5M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.6M | 5.5M | 0.9% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jul 31, 2025 | 1.5M | 5.4M | 0.9% |
| SPDR SERIES TRUST-SPDR S&P Kensho New Economies Composite ETF | Sep 30, 2025 | 1.5M | 5.1M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.4M | 4.9M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 1.3M | 4.4M | 0.8% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.3M | 4.4M | 0.8% |
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Holders
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Ultra plan.