Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.2M | 10.2M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.1M | 6.8M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.2M | 3.9M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 923.3K | 3.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 787.8K | 2.5M | 0.7% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund | Sep 30, 2025 | 592.6K | 1.9M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 517.3K | 1.7M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 426.5K | 1.4M | 0.4% |
| VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio | Sep 30, 2025 | 282.3K | 907.8K | 0.3% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2025 | 228.2K | 733.7K | 0.2% |
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