Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 13.1M | 487.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.9M | 480.8M | 3.2% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 12M | 446.0M | 3.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 10.0M | 371.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 9.7M | 362.1M | 2.4% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 7.0M | 261.9M | 1.7% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 6.9M | 254.8M | 1.7% |
| T. Rowe Price Value Fund, Inc. | Sep 30, 2025 | 5.8M | 217.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 5.5M | 202.7M | 1.4% |
| -Price (T.Rowe) U.S. Large Cap Core Trust | Sep 30, 2025 | 4.6M | 171.3M | 1.1% |
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