Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 6.1M | 335.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.0M | 330.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.5M | 249.2M | 2.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 3.7M | 203.6M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.5M | 139.4M | 1.3% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Sep 30, 2025 | 2.4M | 132.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.0M | 112.6M | 1.1% |
| JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund | Sep 30, 2025 | 2.0M | 112.8M | 1.1% |
| FMI Funds Inc-Common Stock Fund | Sep 30, 2025 | 1.5M | 83.1M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 1.4M | 78.8M | 0.8% |
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Holders
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Ultra plan.