Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.7M | 414.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 409.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 308.2M | 2.4% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 828.9K | 204.9M | 1.6% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 823.4K | 203.6M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 797.9K | 197.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 562.3K | 139.0M | 1.1% |
| AMG Funds-AMG Yacktman Fund | Sep 30, 2025 | 500K | 123.6M | 1.0% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL SHARES FUND | Sep 30, 2025 | 495.0K | 122.4M | 1.0% |
| John Hancock Funds III-Disciplined Value Fund | Sep 30, 2025 | 486.2K | 120.2M | 0.9% |
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Holders
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Ultra plan.