Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Stock Fund | Jun 30, 2022 | 7.7M | 327.6M | 5.9% |
| iShares Core S&P Midcap ETF | Jul 31, 2022 | 3.8M | 161.1M | 2.9% |
| Vanguard Total Stock Market Index Fund | Jun 30, 2022 | 3.1M | 133.7M | 2.4% |
| Hartford Mid Cap Fund | Apr 30, 2022 | 3.1M | 132.9M | 2.4% |
| iShares Russell 2000 ETF | May 31, 2022 | 2.4M | 101.0M | 2.2% |
| Vanguard Small-Cap Index Fund | Jun 30, 2022 | 2.7M | 114.7M | 2.0% |
| American Century Small Cap Value Fund | Jun 30, 2022 | 2.5M | 104.8M | 1.9% |
| Delaware Ivy Mid Cap Growth Fund | Jun 30, 2022 | 2.4M | 100.5M | 1.8% |
| Vanguard Small-Cap Growth Index Fund | Jun 30, 2022 | 1.6M | 67.7M | 1.2% |
| Vanguard Extended Market Index Fund | Jun 30, 2022 | 1.4M | 60.6M | 1.1% |
| JP Morgan Small Cap Growth Fund | Jun 30, 2022 | 1.1M | 48.6M | 0.9% |
| Dodge & Cox Balanced Fund | Jun 30, 2022 | 1.1M | 45.5M | 0.8% |
| Invesco Global Opportunities Fund | Apr 30, 2022 | 1M | 42.7M | 0.8% |
| Delaware Group Equity Fds V-Small Cap Core Fund | May 31, 2022 | 987.7K | 42.2M | 0.8% |
| Fidelity Small Cap Index Fund | May 31, 2022 | 808.4K | 34.5M | 0.6% |
| Hartford Midcap HLS Fund, Inc | Mar 31, 2022 | 588.3K | 25.1M | 0.6% |
| Lord Abbett Developing Growth Fund | Apr 30, 2022 | 549.2K | 23.4M | 0.4% |
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