Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 3.8M | 263.5M | 6.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 2.4M | 165.1M | 4.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.7M | 117.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 116.1M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.3M | 91.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 86.9M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.2M | 84.5M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 810.3K | 55.6M | 1.4% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Oct 31, 2025 | 791.8K | 54.4M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 574.0K | 39.4M | 1.0% |
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Holders
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Ultra plan.