Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 12.4M | 380.8M | 3.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 10.8M | 330.7M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.9M | 303.4M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 7.1M | 218.7M | 2.0% |
| Principal Funds, Inc-Real Estate Securities Fund | Jan 31, 2026 | 4.7M | 142.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 4.6M | 141.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.5M | 107.5M | 1.0% |
| -Price (T.Rowe) Real Assets Trust I | Dec 31, 2025 | 3.1M | 95.7M | 0.9% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Dec 31, 2025 | 3.1M | 95.0M | 0.9% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Dec 31, 2025 | 2.8M | 86.8M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.