Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.2M | 187.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.1M | 184.3M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 4.1M | 148.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.8M | 139.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.5M | 89.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.7M | 62.9M | 1.1% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.7M | 61.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.6M | 59.6M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 1.4M | 52.6M | 0.9% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 1.4M | 51.0M | 0.9% |
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Holders
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Ultra plan.