Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.8M | 97.8M | 6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.0M | 50.0M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.6M | 41.3M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.6M | 40.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.5M | 37.8M | 2.3% |
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jul 31, 2025 | 1.2M | 29.4M | 1.8% |
| Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com | Sep 30, 2025 | 1.0M | 25.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 822.6K | 21.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 698.8K | 17.9M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 642.6K | 16.4M | 1.0% |
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Holders
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Ultra plan.