Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 8.4M | 241.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.3M | 238.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.2M | 179.4M | 2.4% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 4.1M | 117.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 4.0M | 114.8M | 1.5% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 3.6M | 102.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.8M | 81.1M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 2.0M | 56.7M | 0.8% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Sep 30, 2025 | 1.7M | 48.4M | 0.6% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | Sep 30, 2025 | 1.7M | 48.3M | 0.6% |
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Holders
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Ultra plan.