Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 2.9M | 88.5M | 4.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.4M | 74.0M | 3.4% |
| Principal Funds, Inc-Real Estate Securities Fund | Oct 31, 2025 | 2.1M | 65.4M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.9M | 58.6M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.8M | 54.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 830.3K | 25.5M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 768.8K | 23.6M | 1.1% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 679.3K | 20.9M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 567.9K | 17.5M | 0.8% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Oct 31, 2025 | 505.2K | 15.5M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.