Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.1M | 176.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.0M | 157.6M | 2.9% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 910.7K | 141.2M | 2.6% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 795.1K | 123.2M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 763.0K | 118.3M | 2.1% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 753.8K | 116.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 488.4K | 75.7M | 1.4% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 475.1K | 73.6M | 1.3% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 427.9K | 66.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 382.7K | 59.3M | 1.1% |
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Holders
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Ultra plan.