Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 13.2M | 255.5M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.7M | 246.5M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 9.5M | 185.2M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 6.1M | 118.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 4.4M | 85.5M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 3.2M | 62.2M | 0.7% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 3.1M | 59.9M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 2.2M | 42.4M | 0.5% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 400 Mid Cap ETF | Sep 30, 2025 | 1.9M | 36.8M | 0.4% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Oct 31, 2025 | 1.5M | 28.8M | 0.3% |
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Holders
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Ultra plan.