Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 12.3M | 369.2M | 3.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Dec 31, 2025 | 10.4M | 311.5M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.9M | 296.4M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 7.1M | 213.7M | 2.0% |
| Principal Funds, Inc-Real Estate Securities Fund | Oct 31, 2025 | 4.7M | 139.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 4.6M | 137.8M | 1.3% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 3.6M | 108.3M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.5M | 105.0M | 1.0% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Dec 31, 2025 | 3.1M | 92.8M | 0.9% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Dec 31, 2025 | 2.8M | 84.8M | 0.8% |
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