Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.7M | 146.3M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 75.9M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.2M | 65.5M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.2M | 63.1M | 2.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 1.1M | 60.9M | 2.5% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Aug 31, 2025 | 879.4K | 48.0M | 2% |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | Sep 30, 2025 | 806.8K | 44.0M | 1.8% |
| Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd. | Sep 30, 2025 | 792.7K | 43.3M | 1.8% |
| American Century Mutual Funds, Inc.-SMALL CAP GROWTH FUND | Sep 30, 2025 | 761.3K | 41.6M | 1.7% |
| DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund | Sep 30, 2025 | 750K | 40.9M | 1.7% |
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Holders
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Ultra plan.