Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 15.1M | 89.2M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.1M | 48.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.2M | 36.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.9M | 23.3M | 1.5% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 3.9M | 22.7M | 1.5% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 3.1M | 18.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.8M | 16.4M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Sep 30, 2025 | 2.4M | 14.0M | 0.9% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 600 Small Cap ETF | Sep 30, 2025 | 2.2M | 13.2M | 0.9% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Sep 30, 2025 | 1.9M | 11.2M | 0.7% |
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Holders
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Ultra plan.