Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 7.9M | 1.0B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.7M | 887.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.2M | 695.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.7M | 623.0M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.7M | 356.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.6M | 345.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.5M | 333.9M | 1.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 2.5M | 325.5M | 1.2% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Sep 30, 2025 | 2.2M | 297.9M | 1.1% |
| Principal Funds, Inc-Real Estate Securities Fund | Jul 31, 2025 | 2.2M | 288.7M | 1.0% |
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