Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 8.1M | 472.2M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 7.0M | 405.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.9M | 399.1M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.2M | 301.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.3M | 192.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.3M | 136.1M | 1.1% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 2.1M | 119.9M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 1.6M | 95.3M | 0.8% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jul 31, 2025 | 1.4M | 82.2M | 0.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF | Aug 31, 2025 | 1.4M | 80.7M | 0.6% |
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