Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Sep 30, 2025 | 2.3M | 364.6M | 4.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.6M | 248.1M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 244.6M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 184.3M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 742.1K | 118.0M | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 674.7K | 107.3M | 1.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 537.0K | 85.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 523.7K | 83.3M | 0.9% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Sep 30, 2025 | 517K | 82.2M | 0.9% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Aug 31, 2025 | 476.7K | 75.8M | 0.8% |
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