Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 6.0M | 442.3M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.1M | 224.4M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.5M | 184.8M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.4M | 177.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.3M | 170.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.5M | 109.3M | 1.4% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Aug 31, 2025 | 1.3M | 95.1M | 1.3% |
| Delaware Group Equity Funds V-Macquarie Small Cap Value Fund | Aug 31, 2025 | 1.1M | 82.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 81.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.0M | 73.6M | 1.0% |
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Holders
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Ultra plan.