Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.7M | 256.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.6M | 253.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.0M | 190.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.3M | 122.1M | 1.5% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 1.1M | 104.6M | 1.3% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Sep 30, 2025 | 1.0M | 98.0M | 1.2% |
| T. Rowe Price Value Fund, Inc. | Sep 30, 2025 | 912.2K | 87.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 895.4K | 86.2M | 1.1% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 840.5K | 80.9M | 1.0% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 626.9K | 60.3M | 0.8% |
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