Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 8.3M | 8.7B | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 7.3M | 7.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.2M | 7.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.2M | 5.4B | 2.3% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 3.5M | 3.7B | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.3M | 3.5B | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.5M | 2.6B | 1.1% |
| T. Rowe Price Real Assets Fund, Inc. | Dec 31, 2025 | 1.9M | 2.0B | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 1.7M | 1.7B | 0.7% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Oct 31, 2025 | 1.5M | 1.5B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.