Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.1M | 179.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.0M | 176.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.1M | 133.5M | 2.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 2.6M | 115.1M | 2.1% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 2.6M | 112.3M | 2.0% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 2.3M | 100.8M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.0M | 85.5M | 1.5% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL SHARES FUND | Sep 30, 2025 | 1.9M | 83.0M | 1.5% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jul 31, 2025 | 1.9M | 82.1M | 1.5% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.8M | 77.3M | 1.4% |
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